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 | $203,238 | $214,378-5.2% | $200,582+1.3% | $142,382+42.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.24% | 46.41%-33.2pp | 42.33%-29.1pp | 217.08%-203.8pp |
| Employer contribution / active EE | $1,640 | $6,841-76.0% | $6,419-74.5% | $4,299-61.9% |
| Participant deferral / active EE | $7,374 | $9,865-25.3% | $9,331-21.0% | $6,507+13.3% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |