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 | $193,667 | $201,272-3.8% | $184,203+5.1% | $145,922+32.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.95% | 29.00%-13.1pp | 28.81%-12.9pp | 561.29%-545.3pp |
| Employer contribution / active EE | $4,151 | $7,022-40.9% | $6,427-35.4% | $4,660-10.9% |
| Participant deferral / active EE | $12,951 | $9,806+32.1% | $9,131+41.8% | $6,688+93.6% |
| Admin fee / account holder | $30 | $16,364-99.8% | $13,901-99.8% | $13,397-99.8% |