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 | $150,593 | $179,726-16.2% | $156,263-3.6% | $142,382+5.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 17.69% | 77.86%-60.2pp | 59.47%-41.8pp | 217.08%-199.4pp |
| Employer contribution / active EE | $10,000 | $5,069+97.3% | $4,333+130.8% | $4,299+132.6% |
| Participant deferral / active EE | $14,574 | $6,956+109.5% | $6,158+136.7% | $6,507+124.0% |
| Admin fee / account holder | $265 | $17,272-98.5% | $14,255-98.1% | $12,624-97.9% |