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 | $156,700 | $165,984-5.6% | $164,813-4.9% | $145,922+7.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.85% | 100.03%-84.2pp | 69.93%-54.1pp | 561.29%-545.4pp |
| Employer contribution / active EE | $3,476 | $5,273-34.1% | $4,341-19.9% | $4,660-25.4% |
| Participant deferral / active EE | $6,926 | $6,959-0.5% | $6,031+14.8% | $6,688+3.6% |
| Admin fee / account holder | $28 | $16,648-99.8% | $12,690-99.8% | $13,397-99.8% |