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 | $150,134 | $165,335-9.2% | $149,696+0.3% | $158,922-5.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.73% | 348.15%-328.4pp | 276.60%-256.9pp | 302.83%-283.1pp |
| Employer contribution / active EE | $3,402 | $5,103-33.3% | $4,644-26.7% | $4,761-28.5% |
| Participant deferral / active EE | $17,387 | $7,181+142.1% | $6,842+154.1% | $5,982+190.6% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |