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 | $151,986 | $157,256-3.4% | $141,162+7.7% | $152,861-0.6% |
| Participation rate | 72.7% | 84.8%-12.1pp | 82.5%-9.7pp | 82.4%-9.7pp |
| Annual return | 26.44% | 64.32%-37.9pp | 71.39%-45.0pp | 345.32%-318.9pp |
| Employer contribution / active EE | $6,351 | $5,261+20.7% | $4,735+34.1% | $4,762+33.4% |
| Participant deferral / active EE | $5,985 | $7,109-15.8% | $6,709-10.8% | $5,850+2.3% |
| Admin fee / account holder | $12 | $12,120-99.9% | $10,261-99.9% | $11,596-99.9% |