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 | $179,858 | $165,335+8.8% | $149,696+20.1% | $158,922+13.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.59% | 348.15%-330.6pp | 276.60%-259.0pp | 302.83%-285.2pp |
| Employer contribution / active EE | $7,901 | $5,103+54.8% | $4,644+70.1% | $4,761+66.0% |
| Participant deferral / active EE | $5,535 | $7,181-22.9% | $6,842-19.1% | $5,982-7.5% |
| Admin fee / account holder | $196 | $10,807-98.2% | $9,309-97.9% | $11,246-98.3% |