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 | $208,818 | $214,378-2.6% | $200,582+4.1% | $142,382+46.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.15% | 46.41%-31.3pp | 42.33%-27.2pp | 217.08%-201.9pp |
| Employer contribution / active EE | $4,060 | $6,841-40.7% | $6,419-36.7% | $4,299-5.6% |
| Participant deferral / active EE | $14,861 | $9,865+50.7% | $9,331+59.3% | $6,507+128.4% |
| Admin fee / account holder | $31 | $17,692-99.8% | $16,305-99.8% | $12,624-99.8% |