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 | $145,995 | $149,679-2.5% | $117,039+24.7% | $147,584-1.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 22.48% | 19.31%+3.2pp | 18.95%+3.5pp | 578.55%-556.1pp |
| Employer contribution / active EE | $2,467 | $4,937-50.0% | $3,785-34.8% | $4,876-49.4% |
| Participant deferral / active EE | $5,903 | $4,912+20.2% | $3,929+50.2% | $5,439+8.5% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,885-100.0% |