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 | $133,456 | $148,534-10.2% | $135,903-1.8% | $139,434-4.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 27.51% | 79.19%-51.7pp | 68.23%-40.7pp | 372.94%-345.4pp |
| Employer contribution / active EE | $4,631 | $5,243-11.7% | $4,856-4.6% | $4,751-2.5% |
| Participant deferral / active EE | $14,261 | $8,100+76.1% | $7,758+83.8% | $6,710+112.5% |
| Admin fee / account holder | $15 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |