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 | $152,481 | $165,335-7.8% | $149,696+1.9% | $158,922-4.1% |
| Participation rate | 87.0% | 84.6%+2.4pp | 82.5%+4.5pp | 82.0%+5.0pp |
| Annual return | 12.67% | 348.15%-335.5pp | 276.60%-263.9pp | 302.83%-290.2pp |
| Employer contribution / active EE | $6,522 | $5,103+27.8% | $4,644+40.4% | $4,761+37.0% |
| Participant deferral / active EE | $7,505 | $7,181+4.5% | $6,842+9.7% | $5,982+25.4% |
| Admin fee / account holder | $118 | $10,807-98.9% | $9,309-98.7% | $11,246-98.9% |