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 | $163,795 | $209,411-21.8% | $178,490-8.2% | $158,922+3.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 49.17% | 188.75%-139.6pp | 151.07%-101.9pp | 302.83%-253.7pp |
| Employer contribution / active EE | $3,020 | $5,706-47.1% | $5,011-39.7% | $4,761-36.6% |
| Participant deferral / active EE | $7,003 | $5,954+17.6% | $5,202+34.6% | $5,982+17.1% |
| Admin fee / account holder | $132 | $17,074-99.2% | $13,984-99.1% | $11,246-98.8% |