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 | $151,188 | $115,882+30.5% | $100,516+50.4% | $158,922-4.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 16.56% | 34.79%-18.2pp | 30.89%-14.3pp | 302.83%-286.3pp |
| Employer contribution / active EE | $5,396 | $4,103+31.5% | $3,418+57.9% | $4,761+13.3% |
| Participant deferral / active EE | $9,214 | $6,674+38.0% | $6,270+47.0% | $5,982+54.0% |
| Admin fee / account holder | $227 | $10,995-97.9% | $8,081-97.2% | $11,246-98.0% |