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 | $190,132 | $209,411-9.2% | $178,490+6.5% | $158,922+19.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.76% | 188.75%-178.0pp | 151.07%-140.3pp | 302.83%-292.1pp |
| Employer contribution / active EE | $3,038 | $5,706-46.8% | $5,011-39.4% | $4,761-36.2% |
| Participant deferral / active EE | $11,782 | $5,954+97.9% | $5,202+126.5% | $5,982+97.0% |
| Admin fee / account holder | $74 | $17,074-99.6% | $13,984-99.5% | $11,246-99.3% |