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 | $134,894 | $157,256-14.2% | $141,162-4.4% | $152,861-11.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.80% | 64.32%-38.5pp | 71.39%-45.6pp | 345.32%-319.5pp |
| Employer contribution / active EE | $10,412 | $5,261+97.9% | $4,735+119.9% | $4,762+118.6% |
| Participant deferral / active EE | $10,958 | $7,109+54.1% | $6,709+63.3% | $5,850+87.3% |
| Admin fee / account holder | $262 | $12,120-97.8% | $10,261-97.5% | $11,596-97.7% |