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 | $148,868 | $176,056-15.4% | $159,436-6.6% | $167,490-11.1% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 13.59% | 331.75%-318.2pp | 263.57%-250.0pp | 478.56%-465.0pp |
| Employer contribution / active EE | $964 | $5,297-81.8% | $4,829-80.0% | $4,837-80.1% |
| Participant deferral / active EE | $7,854 | $7,750+1.3% | $7,352+6.8% | $6,341+23.9% |
| Admin fee / account holder | $193 | $12,554-98.5% | $10,799-98.2% | $12,309-98.4% |