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 | $126,462 | $112,096+12.8% | $95,952+31.8% | $158,922-20.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 14.38% | 171.09%-156.7pp | 91.61%-77.2pp | 302.83%-288.4pp |
| Employer contribution / active EE | $2,305 | $3,198-27.9% | $2,541-9.3% | $4,761-51.6% |
| Participant deferral / active EE | $4,709 | $4,784-1.6% | $4,167+13.0% | $5,982-21.3% |
| Admin fee / account holder | $297 | $10,130-97.1% | $6,795-95.6% | $11,246-97.4% |