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 | $132,560 | $123,793+7.1% | $177,821-25.5% | $79,858+66.0% |
| Participation rate | 96.0% | 84.7%+11.3pp | 87.7%+8.3pp | 69.6%+26.4pp |
| Annual return | 20.51% | 22.82%-2.3pp | 48.32%-27.8pp | 31.71%-11.2pp |
| Employer contribution / active EE | $3,321 | $4,095-18.9% | $5,918-43.9% | $2,471+34.4% |
| Participant deferral / active EE | $5,698 | $5,956-4.3% | $7,714-26.1% | $3,740+52.3% |
| Admin fee / account holder | $238 | $7,243-96.7% | $12,427-98.1% | $5,306-95.5% |