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 | $145,867 | $148,534-1.8% | $135,903+7.3% | $139,434+4.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.77% | 79.19%-64.4pp | 68.23%-53.5pp | 372.94%-358.2pp |
| Employer contribution / active EE | $11,697 | $5,243+123.1% | $4,856+140.9% | $4,751+146.2% |
| Participant deferral / active EE | $7,167 | $8,100-11.5% | $7,758-7.6% | $6,710+6.8% |
| Admin fee / account holder | $224 | $12,400-98.2% | $10,762-97.9% | $11,403-98.0% |