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 | $157,705 | $115,882+36.1% | $100,516+56.9% | $158,922-0.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 14.35% | 34.79%-20.4pp | 30.89%-16.5pp | 302.83%-288.5pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $10,288 | $6,674+54.1% | $6,270+64.1% | $5,982+72.0% |
| Admin fee / account holder | $0 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |