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 | $154,437 | $159,901-3.4% | $146,958+5.1% | $145,922+5.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.53% | 98.13%-87.6pp | 418.34%-407.8pp | 561.29%-550.8pp |
| Employer contribution / active EE | $2,997 | $5,286-43.3% | $4,933-39.2% | $4,660-35.7% |
| Participant deferral / active EE | $6,996 | $8,428-17.0% | $8,070-13.3% | $6,688+4.6% |
| Admin fee / account holder | $226 | $15,044-98.5% | $12,998-98.3% | $13,397-98.3% |