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 | $155,385 | $201,259-22.8% | $184,200-15.6% | $145,959+6.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.01% | 28.98%-12.0pp | 28.80%-11.8pp | 561.95%-544.9pp |
| Employer contribution / active EE | $11,513 | $7,018+64.0% | $6,424+79.2% | $4,661+147.0% |
| Participant deferral / active EE | $11,706 | $9,806+19.4% | $9,132+28.2% | $6,689+75.0% |
| Admin fee / account holder | $45 | $16,372-99.7% | $13,907-99.7% | $13,398-99.7% |