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 | $133,743 | $148,534-10.0% | $135,903-1.6% | $139,434-4.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.24% | 79.19%-67.0pp | 68.23%-56.0pp | 372.94%-360.7pp |
| Employer contribution / active EE | $17,066 | $5,243+225.5% | $4,856+251.4% | $4,751+259.2% |
| Participant deferral / active EE | $12,477 | $8,100+54.0% | $7,758+60.8% | $6,710+85.9% |
| Admin fee / account holder | $38 | $12,400-99.7% | $10,762-99.6% | $11,403-99.7% |