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 | $170,507 | $232,540-26.7% | $185,117-7.9% | $147,584+15.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 12.25% | 43.03%-30.8pp | 40.50%-28.2pp | 578.55%-566.3pp |
| Employer contribution / active EE | $4,982 | $5,195-4.1% | $4,182+19.1% | $4,876+2.2% |
| Participant deferral / active EE | $13,226 | $5,834+126.7% | $5,045+162.2% | $5,439+143.2% |
| Admin fee / account holder | $266 | $10,275-97.4% | $8,159-96.7% | $10,885-97.6% |