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 | $156,588 | $159,934-2.1% | $147,005+6.5% | $145,959+7.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.13% | 98.24%-79.1pp | 418.76%-399.6pp | 561.95%-542.8pp |
| Employer contribution / active EE | $4,546 | $5,287-14.0% | $4,934-7.9% | $4,661-2.5% |
| Participant deferral / active EE | $14,858 | $8,427+76.3% | $8,070+84.1% | $6,689+122.1% |
| Admin fee / account holder | $138 | $15,053-99.1% | $13,006-98.9% | $13,398-99.0% |