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 | $97,731 | $176,056-44.5% | $159,436-38.7% | $167,490-41.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.18% | 331.75%-314.6pp | 263.57%-246.4pp | 478.56%-461.4pp |
| Employer contribution / active EE | $4,747 | $5,297-10.4% | $4,829-1.7% | $4,837-1.9% |
| Participant deferral / active EE | $8,950 | $7,750+15.5% | $7,352+21.7% | $6,341+41.1% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |