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 | $182,794 | $177,572+2.9% | $154,803+18.1% | $142,382+28.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.75% | 65.07%-48.3pp | 58.88%-42.1pp | 217.08%-200.3pp |
| Employer contribution / active EE | $1,703 | $4,810-64.6% | $4,305-60.4% | $4,299-60.4% |
| Participant deferral / active EE | $7,263 | $6,272+15.8% | $5,540+31.1% | $6,507+11.6% |
| Admin fee / account holder | $230 | $16,786-98.6% | $14,329-98.4% | $12,624-98.2% |