See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,207 | $198,466-60.1% | $170,442-53.5% | $147,584-46.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.30% | 257.29%-241.0pp | 205.93%-189.6pp | 578.55%-562.2pp |
| Employer contribution / active EE | $6,527 | $6,184+5.6% | $5,433+20.1% | $4,876+33.8% |
| Participant deferral / active EE | $3,813 | $5,629-32.3% | $4,939-22.8% | $5,439-29.9% |
| Admin fee / account holder | $179 | $16,852-98.9% | $13,880-98.7% | $10,885-98.4% |