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 | $153,919 | $202,432-24.0% | $169,368-9.1% | $139,434+10.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.88% | 531.74%-518.9pp | 405.60%-392.7pp | 372.94%-360.1pp |
| Employer contribution / active EE | $3,919 | $4,692-16.5% | $4,013-2.3% | $4,751-17.5% |
| Participant deferral / active EE | $7,139 | $6,938+2.9% | $6,221+14.7% | $6,710+6.4% |
| Admin fee / account holder | $47 | $10,708-99.6% | $9,003-99.5% | $11,403-99.6% |