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 | $168,740 | $228,332-26.1% | $185,823-9.2% | $158,922+6.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 20.41% | 40.80%-20.4pp | 35.95%-15.5pp | 302.83%-282.4pp |
| Employer contribution / active EE | $7,350 | $4,967+48.0% | $4,087+79.8% | $4,761+54.4% |
| Participant deferral / active EE | $4,410 | $6,415-31.2% | $5,632-21.7% | $5,982-26.3% |
| Admin fee / account holder | $292 | $11,864-97.5% | $9,500-96.9% | $11,246-97.4% |