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 | $160,434 | $185,822-13.7% | $169,993-5.6% | $139,434+15.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.32% | 60.50%-42.2pp | 53.37%-35.1pp | 372.94%-354.6pp |
| Employer contribution / active EE | $3,081 | $7,590-59.4% | $6,785-54.6% | $4,751-35.1% |
| Participant deferral / active EE | $15,850 | $11,622+36.4% | $10,408+52.3% | $6,710+136.2% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |