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 | $181,283 | $217,402-16.6% | $185,823-2.4% | $167,490+8.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 19.60% | 148.36%-128.8pp | 122.05%-102.4pp | 478.56%-459.0pp |
| Employer contribution / active EE | $5,675 | $5,873-3.4% | $5,167+9.8% | $4,837+17.3% |
| Participant deferral / active EE | $6,888 | $6,356+8.4% | $5,568+23.7% | $6,341+8.6% |
| Admin fee / account holder | $246 | $19,811-98.8% | $16,237-98.5% | $12,309-98.0% |