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 | $165,350 | $209,411-21.0% | $178,490-7.4% | $158,922+4.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.89% | 188.75%-173.9pp | 151.07%-136.2pp | 302.83%-287.9pp |
| Employer contribution / active EE | $6,075 | $5,706+6.5% | $5,011+21.2% | $4,761+27.6% |
| Participant deferral / active EE | $5,000 | $5,954-16.0% | $5,202-3.9% | $5,982-16.4% |
| Admin fee / account holder | $12 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |