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 | $152,051 | $148,534+2.4% | $135,903+11.9% | $139,434+9.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.89% | 79.19%-63.3pp | 68.23%-52.3pp | 372.94%-357.1pp |
| Employer contribution / active EE | $1,441 | $5,243-72.5% | $4,856-70.3% | $4,751-69.7% |
| Participant deferral / active EE | $5,309 | $8,100-34.5% | $7,758-31.6% | $6,710-20.9% |
| Admin fee / account holder | $179 | $12,400-98.6% | $10,762-98.3% | $11,403-98.4% |