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 | $154,655 | $159,901-3.3% | $146,958+5.2% | $145,922+6.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.44% | 98.13%-84.7pp | 418.34%-404.9pp | 561.29%-547.8pp |
| Employer contribution / active EE | $4,598 | $5,286-13.0% | $4,933-6.8% | $4,660-1.3% |
| Participant deferral / active EE | $8,340 | $8,428-1.0% | $8,070+3.3% | $6,688+24.7% |
| Admin fee / account holder | $106 | $15,044-99.3% | $12,998-99.2% | $13,397-99.2% |