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 | $138,342 | $217,402-36.4% | $185,823-25.6% | $167,490-17.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.12% | 148.36%-131.2pp | 122.05%-104.9pp | 478.56%-461.4pp |
| Employer contribution / active EE | $1,891 | $5,873-67.8% | $5,167-63.4% | $4,837-60.9% |
| Participant deferral / active EE | $6,384 | $6,356+0.4% | $5,568+14.6% | $6,341+0.7% |
| Admin fee / account holder | $159 | $19,811-99.2% | $16,237-99.0% | $12,309-98.7% |