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 | $153,316 | $157,256-2.5% | $141,162+8.6% | $152,861+0.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 28.99% | 64.32%-35.3pp | 71.39%-42.4pp | 345.32%-316.3pp |
| Employer contribution / active EE | $2,207 | $5,261-58.0% | $4,735-53.4% | $4,762-53.7% |
| Participant deferral / active EE | $7,350 | $7,109+3.4% | $6,709+9.6% | $5,850+25.6% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |