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 | $167,112 | $176,056-5.1% | $159,436+4.8% | $167,490-0.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.57% | 331.75%-314.2pp | 263.57%-246.0pp | 478.56%-461.0pp |
| Employer contribution / active EE | $8,438 | $5,297+59.3% | $4,829+74.7% | $4,837+74.4% |
| Participant deferral / active EE | $4,471 | $7,750-42.3% | $7,352-39.2% | $6,341-29.5% |
| Admin fee / account holder | $261 | $12,554-97.9% | $10,799-97.6% | $12,309-97.9% |