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 | $166,735 | $180,449-7.6% | $154,107+8.2% | $135,375+23.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 21.43% | 888.09%-866.7pp | 735.12%-713.7pp | 519.73%-498.3pp |
| Employer contribution / active EE | $1,406 | $6,035-76.7% | $5,298-73.5% | $4,779-70.6% |
| Participant deferral / active EE | $14,333 | $5,806+146.9% | $5,081+182.1% | $5,609+155.6% |
| Admin fee / account holder | $153 | $16,143-99.1% | $13,411-98.9% | $10,827-98.6% |