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 | $160,707 | $165,335-2.8% | $149,696+7.4% | $158,922+1.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.93% | 348.15%-330.2pp | 276.60%-258.7pp | 302.83%-284.9pp |
| Employer contribution / active EE | $21,994 | $5,103+331.0% | $4,644+373.6% | $4,761+361.9% |
| Participant deferral / active EE | $15,605 | $7,181+117.3% | $6,842+128.1% | $5,982+160.9% |
| Admin fee / account holder | $41 | $10,807-99.6% | $9,309-99.6% | $11,246-99.6% |