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 | $146,244 | $165,335-11.5% | $149,696-2.3% | $158,922-8.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.95% | 348.15%-335.2pp | 276.60%-263.6pp | 302.83%-289.9pp |
| Employer contribution / active EE | $12,304 | $5,103+141.1% | $4,644+164.9% | $4,761+158.4% |
| Participant deferral / active EE | $12,318 | $7,181+71.5% | $6,842+80.0% | $5,982+105.9% |
| Admin fee / account holder | $246 | $10,807-97.7% | $9,309-97.4% | $11,246-97.8% |