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 | $146,659 | $148,534-1.3% | $135,903+7.9% | $139,434+5.2% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 14.79% | 79.19%-64.4pp | 68.23%-53.4pp | 372.94%-358.2pp |
| Employer contribution / active EE | $2,604 | $5,243-50.3% | $4,856-46.4% | $4,751-45.2% |
| Participant deferral / active EE | $10,165 | $8,100+25.5% | $7,758+31.0% | $6,710+51.5% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |