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 | $137,632 | $159,602-13.8% | $150,045-8.3% | $142,382-3.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.00% | 70.24%-51.2pp | 62.55%-43.5pp | 217.08%-198.1pp |
| Employer contribution / active EE | $4,402 | $4,961-11.3% | $4,693-6.2% | $4,299+2.4% |
| Participant deferral / active EE | $8,824 | $8,310+6.2% | $7,997+10.3% | $6,507+35.6% |
| Admin fee / account holder | $204 | $14,846-98.6% | $13,435-98.5% | $12,624-98.4% |