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 | $166,217 | $176,056-5.6% | $159,436+4.3% | $167,490-0.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.88% | 331.75%-320.9pp | 263.57%-252.7pp | 478.56%-467.7pp |
| Employer contribution / active EE | $2,174 | $5,297-59.0% | $4,829-55.0% | $4,837-55.1% |
| Participant deferral / active EE | $9,574 | $7,750+23.5% | $7,352+30.2% | $6,341+51.0% |
| Admin fee / account holder | $74 | $12,554-99.4% | $10,799-99.3% | $12,309-99.4% |