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 | $210,804 | $217,402-3.0% | $185,823+13.4% | $167,490+25.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.42% | 148.36%-127.9pp | 122.05%-101.6pp | 478.56%-458.1pp |
| Employer contribution / active EE | $10,803 | $5,873+83.9% | $5,167+109.1% | $4,837+123.3% |
| Participant deferral / active EE | $8,667 | $6,356+36.3% | $5,568+55.7% | $6,341+36.7% |
| Admin fee / account holder | $12 | $19,811-99.9% | $16,237-99.9% | $12,309-99.9% |