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 | $164,360 | $209,411-21.5% | $178,490-7.9% | $158,922+3.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 33.22% | 188.75%-155.5pp | 151.07%-117.8pp | 302.83%-269.6pp |
| Employer contribution / active EE | $9,484 | $5,706+66.2% | $5,011+89.3% | $4,761+99.2% |
| Participant deferral / active EE | $4,732 | $5,954-20.5% | $5,202-9.0% | $5,982-20.9% |
| Admin fee / account holder | $197 | $17,074-98.8% | $13,984-98.6% | $11,246-98.2% |