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 | $108,954 | $111,724-2.5% | $93,606+16.4% | $145,922-25.3% |
| Participation rate | 88.2% | 74.2%+14.0pp | 68.7%+19.5pp | 80.3%+8.0pp |
| Annual return | 8.67% | 202.98%-194.3pp | 133.20%-124.5pp | 561.29%-552.6pp |
| Employer contribution / active EE | $10,330 | $3,090+234.4% | $2,420+326.9% | $4,660+121.7% |
| Participant deferral / active EE | $10,848 | $4,912+120.9% | $4,411+145.9% | $6,688+62.2% |
| Admin fee / account holder | $38 | $10,250-99.6% | $8,285-99.5% | $13,397-99.7% |