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 9-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 | $143,162 | $165,335-13.4% | $149,696-4.4% | $158,922-9.9% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 19.82% | 348.15%-328.3pp | 276.60%-256.8pp | 302.83%-283.0pp |
| Employer contribution / active EE | $2,755 | $5,103-46.0% | $4,644-40.7% | $4,761-42.1% |
| Participant deferral / active EE | $7,603 | $7,181+5.9% | $6,842+11.1% | $5,982+27.1% |
| Admin fee / account holder | $150 | $10,807-98.6% | $9,309-98.4% | $11,246-98.7% |