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 | $168,724 | $183,519-8.1% | $155,509+8.5% | $145,922+15.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.95% | 61.17%-42.2pp | 64.67%-45.7pp | 561.29%-542.3pp |
| Employer contribution / active EE | $13,974 | $5,313+163.0% | $4,672+199.1% | $4,660+199.9% |
| Participant deferral / active EE | $7,996 | $6,462+23.7% | $5,626+42.1% | $6,688+19.6% |
| Admin fee / account holder | $227 | $19,313-98.8% | $15,912-98.6% | $13,397-98.3% |