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 | $137,132 | $177,572-22.8% | $154,803-11.4% | $142,382-3.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.73% | 65.07%-49.3pp | 58.88%-43.2pp | 217.08%-201.3pp |
| Employer contribution / active EE | $8,267 | $4,810+71.8% | $4,305+92.0% | $4,299+92.3% |
| Participant deferral / active EE | $6,768 | $6,272+7.9% | $5,540+22.1% | $6,507+4.0% |
| Admin fee / account holder | $290 | $16,786-98.3% | $14,329-98.0% | $12,624-97.7% |