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 | $170,676 | $209,411-18.5% | $178,490-4.4% | $158,922+7.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.99% | 188.75%-173.8pp | 151.07%-136.1pp | 302.83%-287.8pp |
| Employer contribution / active EE | $2,348 | $5,706-58.9% | $5,011-53.1% | $4,761-50.7% |
| Participant deferral / active EE | $4,533 | $5,954-23.9% | $5,202-12.9% | $5,982-24.2% |
| Admin fee / account holder | $97 | $17,074-99.4% | $13,984-99.3% | $11,246-99.1% |