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 | $71,473 | $198,466-64.0% | $170,442-58.1% | $147,584-51.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 24.25% | 257.29%-233.0pp | 205.93%-181.7pp | 578.55%-554.3pp |
| Employer contribution / active EE | $1,798 | $6,184-70.9% | $5,433-66.9% | $4,876-63.1% |
| Participant deferral / active EE | $2,481 | $5,629-55.9% | $4,939-49.8% | $5,439-54.4% |
| Admin fee / account holder | $191 | $16,852-98.9% | $13,880-98.6% | $10,885-98.2% |