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 | $145,963 | $165,335-11.7% | $149,696-2.5% | $158,922-8.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.29% | 348.15%-328.9pp | 276.60%-257.3pp | 302.83%-283.5pp |
| Employer contribution / active EE | $14,599 | $5,103+186.1% | $4,644+214.3% | $4,761+206.6% |
| Participant deferral / active EE | $9,756 | $7,181+35.9% | $6,842+42.6% | $5,982+63.1% |
| Admin fee / account holder | $188 | $10,807-98.3% | $9,309-98.0% | $11,246-98.3% |