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 | $152,523 | $154,117-1.0% | $129,995+17.3% | $139,434+9.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 22.13% | 32.48%-10.3pp | -137.18%+159.3pp | 372.94%-350.8pp |
| Employer contribution / active EE | $16,481 | $5,289+211.6% | $4,320+281.5% | $4,751+246.9% |
| Participant deferral / active EE | $14,301 | $6,710+113.1% | $5,820+145.7% | $6,710+113.1% |
| Admin fee / account holder | $196 | $14,007-98.6% | $10,614-98.2% | $11,403-98.3% |