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 | $133,933 | $148,534-9.8% | $135,903-1.4% | $139,434-3.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.67% | 79.19%-62.5pp | 68.23%-51.6pp | 372.94%-356.3pp |
| Employer contribution / active EE | $5,586 | $5,243+6.5% | $4,856+15.0% | $4,751+17.6% |
| Participant deferral / active EE | $17,695 | $8,100+118.5% | $7,758+128.1% | $6,710+163.7% |
| Admin fee / account holder | $294 | $12,400-97.6% | $10,762-97.3% | $11,403-97.4% |