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 | $150,481 | $177,572-15.3% | $154,803-2.8% | $142,382+5.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.72% | 65.07%-51.4pp | 58.88%-45.2pp | 217.08%-203.4pp |
| Employer contribution / active EE | $1,245 | $4,810-74.1% | $4,305-71.1% | $4,299-71.0% |
| Participant deferral / active EE | $2,126 | $6,272-66.1% | $5,540-61.6% | $6,507-67.3% |
| Admin fee / account holder | $27 | $16,786-99.8% | $14,329-99.8% | $12,624-99.8% |