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 | $186,836 | $157,256+18.8% | $141,162+32.4% | $152,861+22.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 26.31% | 64.32%-38.0pp | 71.39%-45.1pp | 345.32%-319.0pp |
| Employer contribution / active EE | $7,459 | $5,261+41.8% | $4,735+57.5% | $4,762+56.6% |
| Participant deferral / active EE | $4,869 | $7,109-31.5% | $6,709-27.4% | $5,850-16.8% |
| Admin fee / account holder | $88 | $12,120-99.3% | $10,261-99.1% | $11,596-99.2% |