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 | $176,502 | $201,272-12.3% | $184,203-4.2% | $145,922+21.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.90% | 29.00%-7.1pp | 28.81%-6.9pp | 561.29%-539.4pp |
| Employer contribution / active EE | $13,214 | $7,022+88.2% | $6,427+105.6% | $4,660+183.6% |
| Participant deferral / active EE | $11,617 | $9,806+18.5% | $9,131+27.2% | $6,688+73.7% |
| Admin fee / account holder | $261 | $16,364-98.4% | $13,901-98.1% | $13,397-98.1% |