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 | $156,944 | $197,591-20.6% | $177,821-11.7% | $158,922-1.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 20.05% | 58.76%-38.7pp | 48.32%-28.3pp | 302.83%-282.8pp |
| Employer contribution / active EE | $5,354 | $6,697-20.1% | $5,918-9.5% | $4,761+12.5% |
| Participant deferral / active EE | $9,355 | $8,405+11.3% | $7,714+21.3% | $5,982+56.4% |
| Admin fee / account holder | $43 | $15,399-99.7% | $12,427-99.7% | $11,246-99.6% |