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 | $157,169 | $154,228+1.9% | $145,433+8.1% | $137,256+14.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.56% | 74.59%-61.0pp | 66.58%-53.0pp | 220.34%-206.8pp |
| Employer contribution / active EE | $12,500 | $4,804+160.2% | $4,554+174.5% | $4,156+200.8% |
| Participant deferral / active EE | $7,225 | $8,216-12.1% | $7,897-8.5% | $6,407+12.8% |
| Admin fee / account holder | $24 | $14,344-99.8% | $13,129-99.8% | $12,270-99.8% |