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 6-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 | $189,757 | $217,402-12.7% | $185,823+2.1% | $167,490+13.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.55% | 148.36%-132.8pp | 122.05%-106.5pp | 478.56%-463.0pp |
| Employer contribution / active EE | $3,904 | $5,873-33.5% | $5,167-24.4% | $4,837-19.3% |
| Participant deferral / active EE | $6,004 | $6,356-5.5% | $5,568+7.8% | $6,341-5.3% |
| Admin fee / account holder | $12 | $19,811-99.9% | $16,237-99.9% | $12,309-99.9% |