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 | $184,210 | $157,256+17.1% | $141,162+30.5% | $152,861+20.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.61% | 64.32%-44.7pp | 71.39%-51.8pp | 345.32%-325.7pp |
| Employer contribution / active EE | $1,554 | $5,261-70.5% | $4,735-67.2% | $4,762-67.4% |
| Participant deferral / active EE | $4,984 | $7,109-29.9% | $6,709-25.7% | $5,850-14.8% |
| Admin fee / account holder | $44 | $12,120-99.6% | $10,261-99.6% | $11,596-99.6% |