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 | $160,167 | $202,318-20.8% | $172,739-7.3% | $152,861+4.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.61% | 1029.65%-1012.0pp | 802.84%-785.2pp | 345.32%-327.7pp |
| Employer contribution / active EE | $2,951 | $5,856-49.6% | $5,143-42.6% | $4,762-38.0% |
| Participant deferral / active EE | $9,425 | $5,948+58.5% | $5,198+81.3% | $5,850+61.1% |
| Admin fee / account holder | $219 | $17,109-98.7% | $13,954-98.4% | $11,596-98.1% |