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 | $161,200 | $162,781-1.0% | $133,956+20.3% | $158,922+1.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 14.02% | 41.94%-27.9pp | 45.09%-31.1pp | 302.83%-288.8pp |
| Employer contribution / active EE | $7,303 | $4,975+46.8% | $3,919+86.4% | $4,761+53.4% |
| Participant deferral / active EE | $13,000 | $5,911+119.9% | $5,048+157.5% | $5,982+117.3% |
| Admin fee / account holder | $265 | $11,736-97.7% | $8,927-97.0% | $11,246-97.6% |