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 | $150,529 | $176,056-14.5% | $159,436-5.6% | $167,490-10.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.45% | 331.75%-317.3pp | 263.57%-249.1pp | 478.56%-464.1pp |
| Employer contribution / active EE | $2,639 | $5,297-50.2% | $4,829-45.4% | $4,837-45.4% |
| Participant deferral / active EE | $8,743 | $7,750+12.8% | $7,352+18.9% | $6,341+37.9% |
| Admin fee / account holder | $221 | $12,554-98.2% | $10,799-98.0% | $12,309-98.2% |