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 | $157,623 | $165,335-4.7% | $149,696+5.3% | $158,922-0.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.33% | 348.15%-338.8pp | 276.60%-267.3pp | 302.83%-293.5pp |
| Employer contribution / active EE | $2,667 | $5,103-47.7% | $4,644-42.6% | $4,761-44.0% |
| Participant deferral / active EE | $6,634 | $7,181-7.6% | $6,842-3.0% | $5,982+10.9% |
| Admin fee / account holder | $13 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |