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 | $183,285 | $228,332-19.7% | $185,823-1.4% | $158,922+15.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 18.97% | 40.80%-21.8pp | 35.95%-17.0pp | 302.83%-283.9pp |
| Employer contribution / active EE | $4,781 | $4,967-3.7% | $4,087+17.0% | $4,761+0.4% |
| Participant deferral / active EE | $16,092 | $6,415+150.9% | $5,632+185.7% | $5,982+169.0% |
| Admin fee / account holder | $43 | $11,864-99.6% | $9,500-99.6% | $11,246-99.6% |