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 | $128,789 | $209,411-38.5% | $178,490-27.8% | $158,922-19.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.94% | 188.75%-174.8pp | 151.07%-137.1pp | 302.83%-288.9pp |
| Employer contribution / active EE | $3,123 | $5,706-45.3% | $5,011-37.7% | $4,761-34.4% |
| Participant deferral / active EE | $7,080 | $5,954+18.9% | $5,202+36.1% | $5,982+18.3% |
| Admin fee / account holder | $294 | $17,074-98.3% | $13,984-97.9% | $11,246-97.4% |