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 | $154,166 | $179,726-14.2% | $156,263-1.3% | $142,382+8.3% |
| Participation rate | 76.5% | 82.1%-5.6pp | 78.9%-2.4pp | 80.1%-3.6pp |
| Annual return | 10.27% | 77.86%-67.6pp | 59.47%-49.2pp | 217.08%-206.8pp |
| Employer contribution / active EE | $2,970 | $5,069-41.4% | $4,333-31.4% | $4,299-30.9% |
| Participant deferral / active EE | $7,066 | $6,956+1.6% | $6,158+14.7% | $6,507+8.6% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |