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 | $187,765 | $177,572+5.7% | $154,803+21.3% | $142,382+31.9% |
| Participation rate | 78.6% | 82.1%-3.5pp | 78.1%+0.5pp | 80.1%-1.5pp |
| Annual return | 24.68% | 65.07%-40.4pp | 58.88%-34.2pp | 217.08%-192.4pp |
| Employer contribution / active EE | $1,388 | $4,810-71.1% | $4,305-67.8% | $4,299-67.7% |
| Participant deferral / active EE | $6,742 | $6,272+7.5% | $5,540+21.7% | $6,507+3.6% |
| Admin fee / account holder | $103 | $16,786-99.4% | $14,329-99.3% | $12,624-99.2% |