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 | $166,711 | $202,318-17.6% | $172,739-3.5% | $152,861+9.1% |
| Participation rate | 84.6% | 87.1%-2.4pp | 82.6%+2.0pp | 82.4%+2.2pp |
| Annual return | 26.18% | 1029.65%-1003.5pp | 802.84%-776.7pp | 345.32%-319.1pp |
| Employer contribution / active EE | $2,055 | $5,856-64.9% | $5,143-60.1% | $4,762-56.9% |
| Participant deferral / active EE | $3,570 | $5,948-40.0% | $5,198-31.3% | $5,850-39.0% |
| Admin fee / account holder | $9 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |