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 | $203,953 | $217,402-6.2% | $185,823+9.8% | $167,490+21.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 18.31% | 148.36%-130.1pp | 122.05%-103.7pp | 478.56%-460.2pp |
| Employer contribution / active EE | $1,680 | $5,873-71.4% | $5,167-67.5% | $4,837-65.3% |
| Participant deferral / active EE | $3,357 | $6,356-47.2% | $5,568-39.7% | $6,341-47.1% |
| Admin fee / account holder | $12 | $19,811-99.9% | $16,237-99.9% | $12,309-99.9% |