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 | $149,581 | $165,335-9.5% | $149,696-0.1% | $158,922-5.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.37% | 348.15%-327.8pp | 276.60%-256.2pp | 302.83%-282.5pp |
| Employer contribution / active EE | $9,005 | $5,103+76.5% | $4,644+93.9% | $4,761+89.1% |
| Participant deferral / active EE | $10,179 | $7,181+41.7% | $6,842+48.8% | $5,982+70.1% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |