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 | $182,491 | $209,411-12.9% | $178,490+2.2% | $158,922+14.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.71% | 188.75%-177.0pp | 151.07%-139.4pp | 302.83%-291.1pp |
| Employer contribution / active EE | $5,856 | $5,706+2.6% | $5,011+16.9% | $4,761+23.0% |
| Participant deferral / active EE | $6,885 | $5,954+15.6% | $5,202+32.4% | $5,982+15.1% |
| Admin fee / account holder | $141 | $17,074-99.2% | $13,984-99.0% | $11,246-98.7% |