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 | $158,015 | $185,822-15.0% | $169,993-7.0% | $139,434+13.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.69% | 60.50%-44.8pp | 53.37%-37.7pp | 372.94%-357.2pp |
| Employer contribution / active EE | $2,721 | $7,590-64.2% | $6,785-59.9% | $4,751-42.7% |
| Participant deferral / active EE | $11,664 | $11,622+0.4% | $10,408+12.1% | $6,710+73.8% |
| Admin fee / account holder | $17 | $15,381-99.9% | $12,815-99.9% | $11,403-99.8% |