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 | $165,190 | $155,788+6.0% | $124,672+32.5% | $167,490-1.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 18.79% | 17.97%+0.8pp | 5142.93%-5124.1pp | 478.56%-459.8pp |
| Employer contribution / active EE | $1,010 | $4,163-75.7% | $3,324-69.6% | $4,837-79.1% |
| Participant deferral / active EE | $3,665 | $5,673-35.4% | $4,614-20.6% | $6,341-42.2% |
| Admin fee / account holder | $20 | $9,531-99.8% | $7,493-99.7% | $12,309-99.8% |