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 | $161,705 | $101,724+59.0% | $164,813-1.9% | $80,856+100.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 15.54% | 16.72%-1.2pp | 69.93%-54.4pp | 35.59%-20.1pp |
| Employer contribution / active EE | $14,538 | $2,953+392.2% | $4,341+234.9% | $2,755+427.7% |
| Participant deferral / active EE | $10,275 | $4,477+129.5% | $6,031+70.4% | $4,296+139.2% |
| Admin fee / account holder | $238 | $8,227-97.1% | $12,690-98.1% | $6,918-96.6% |