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 | $194,628 | $209,411-7.1% | $178,490+9.0% | $158,922+22.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.47% | 188.75%-177.3pp | 151.07%-139.6pp | 302.83%-291.4pp |
| Employer contribution / active EE | $2,515 | $5,706-55.9% | $5,011-49.8% | $4,761-47.2% |
| Participant deferral / active EE | $5,526 | $5,954-7.2% | $5,202+6.2% | $5,982-7.6% |
| Admin fee / account holder | $12 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |