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 | $153,559 | $159,602-3.8% | $150,045+2.3% | $142,382+7.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.51% | 70.24%-57.7pp | 62.55%-50.0pp | 217.08%-204.6pp |
| Employer contribution / active EE | $1,248 | $4,961-74.8% | $4,693-73.4% | $4,299-71.0% |
| Participant deferral / active EE | $16,873 | $8,310+103.0% | $7,997+111.0% | $6,507+159.3% |
| Admin fee / account holder | $19 | $14,846-99.9% | $13,435-99.9% | $12,624-99.8% |