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 | $149,079 | $183,592-18.8% | $155,567-4.2% | $145,959+2.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.75% | 61.24%-47.5pp | 64.74%-51.0pp | 561.95%-548.2pp |
| Employer contribution / active EE | $7,977 | $5,315+50.1% | $4,674+70.7% | $4,661+71.2% |
| Participant deferral / active EE | $2,799 | $6,464-56.7% | $5,628-50.3% | $6,689-58.2% |
| Admin fee / account holder | $9 | $19,318-100.0% | $15,916-99.9% | $13,398-99.9% |