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 | $101,965 | $165,335-38.3% | $149,696-31.9% | $158,922-35.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.85% | 348.15%-325.3pp | 276.60%-253.8pp | 302.83%-280.0pp |
| Employer contribution / active EE | $6,482 | $5,103+27.0% | $4,644+39.6% | $4,761+36.1% |
| Participant deferral / active EE | $7,652 | $7,181+6.6% | $6,842+11.8% | $5,982+27.9% |
| Admin fee / account holder | $258 | $10,807-97.6% | $9,309-97.2% | $11,246-97.7% |