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 | $165,122 | $201,272-18.0% | $184,203-10.4% | $145,922+13.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.13% | 29.00%-10.9pp | 28.81%-10.7pp | 561.29%-543.2pp |
| Employer contribution / active EE | $15,905 | $7,022+126.5% | $6,427+147.5% | $4,660+241.3% |
| Participant deferral / active EE | $13,122 | $9,806+33.8% | $9,131+43.7% | $6,688+96.2% |
| Admin fee / account holder | $4 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |