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 | $196,446 | $209,411-6.2% | $178,490+10.1% | $158,922+23.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.48% | 188.75%-179.3pp | 151.07%-141.6pp | 302.83%-293.3pp |
| Employer contribution / active EE | $1,456 | $5,706-74.5% | $5,011-70.9% | $4,761-69.4% |
| Participant deferral / active EE | $4,104 | $5,954-31.1% | $5,202-21.1% | $5,982-31.4% |
| Admin fee / account holder | $157 | $17,074-99.1% | $13,984-98.9% | $11,246-98.6% |