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 | $122,923 | $165,335-25.7% | $149,696-17.9% | $158,922-22.7% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 17.99% | 348.15%-330.2pp | 276.60%-258.6pp | 302.83%-284.8pp |
| Employer contribution / active EE | $1,427 | $5,103-72.0% | $4,644-69.3% | $4,761-70.0% |
| Participant deferral / active EE | $8,306 | $7,181+15.7% | $6,842+21.4% | $5,982+38.8% |
| Admin fee / account holder | $180 | $10,807-98.3% | $9,309-98.1% | $11,246-98.4% |