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 | $149,185 | $175,202-14.8% | $149,673-0.3% | $139,434+7.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.76% | 166.71%-151.9pp | 134.42%-119.7pp | 372.94%-358.2pp |
| Employer contribution / active EE | $9,692 | $5,474+77.1% | $4,818+101.2% | $4,751+104.0% |
| Participant deferral / active EE | $5,387 | $6,519-17.4% | $5,680-5.2% | $6,710-19.7% |
| Admin fee / account holder | $105 | $16,150-99.3% | $13,210-99.2% | $11,403-99.1% |