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 | $166,405 | $226,064-26.4% | $182,532-8.8% | $152,861+8.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 17.86% | 192.51%-174.6pp | 148.54%-130.7pp | 345.32%-327.5pp |
| Employer contribution / active EE | $3,397 | $4,978-31.8% | $4,076-16.7% | $4,762-28.7% |
| Participant deferral / active EE | $9,158 | $6,368+43.8% | $5,524+65.8% | $5,850+56.5% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |