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 | $158,547 | $202,432-21.7% | $169,368-6.4% | $139,434+13.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.94% | 531.74%-512.8pp | 405.60%-386.7pp | 372.94%-354.0pp |
| Employer contribution / active EE | $7,137 | $4,692+52.1% | $4,013+77.9% | $4,751+50.2% |
| Participant deferral / active EE | $15,200 | $6,938+119.1% | $6,221+144.3% | $6,710+126.5% |
| Admin fee / account holder | $20 | $10,708-99.8% | $9,003-99.8% | $11,403-99.8% |