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 | $176,306 | $209,411-15.8% | $178,490-1.2% | $158,922+10.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 6.86% | 188.75%-181.9pp | 151.07%-144.2pp | 302.83%-296.0pp |
| Employer contribution / active EE | $5,087 | $5,706-10.9% | $5,011+1.5% | $4,761+6.8% |
| Participant deferral / active EE | $7,392 | $5,954+24.1% | $5,202+42.1% | $5,982+23.6% |
| Admin fee / account holder | $231 | $17,074-98.6% | $13,984-98.3% | $11,246-97.9% |