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 | $169,672 | $176,056-3.6% | $159,436+6.4% | $167,490+1.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.42% | 331.75%-319.3pp | 263.57%-251.1pp | 478.56%-466.1pp |
| Employer contribution / active EE | $3,672 | $5,297-30.7% | $4,829-24.0% | $4,837-24.1% |
| Participant deferral / active EE | $11,337 | $7,750+46.3% | $7,352+54.2% | $6,341+78.8% |
| Admin fee / account holder | -$50 | $12,554-100.4% | $10,799-100.5% | $12,309-100.4% |