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 | $167,527 | $198,466-15.6% | $170,442-1.7% | $147,584+13.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.11% | 257.29%-246.2pp | 205.93%-194.8pp | 578.55%-567.4pp |
| Employer contribution / active EE | $1,779 | $6,184-71.2% | $5,433-67.3% | $4,876-63.5% |
| Participant deferral / active EE | $5,816 | $5,629+3.3% | $4,939+17.7% | $5,439+6.9% |
| Admin fee / account holder | $47 | $16,852-99.7% | $13,880-99.7% | $10,885-99.6% |