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 | $166,125 | $232,540-28.6% | $185,117-10.3% | $147,584+12.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 16.44% | 43.03%-26.6pp | 40.50%-24.1pp | 578.55%-562.1pp |
| Employer contribution / active EE | $4,992 | $5,195-3.9% | $4,182+19.4% | $4,876+2.4% |
| Participant deferral / active EE | $7,243 | $5,834+24.2% | $5,045+43.6% | $5,439+33.2% |
| Admin fee / account holder | $279 | $10,275-97.3% | $8,159-96.6% | $10,885-97.4% |