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 | $159,565 | $165,335-3.5% | $149,696+6.6% | $158,922+0.4% |
| Participation rate | 85.0% | 84.6%+0.4pp | 82.5%+2.5pp | 82.0%+3.0pp |
| Annual return | 12.82% | 348.15%-335.3pp | 276.60%-263.8pp | 302.83%-290.0pp |
| Employer contribution / active EE | $4,055 | $5,103-20.5% | $4,644-12.7% | $4,761-14.8% |
| Participant deferral / active EE | $12,513 | $7,181+74.2% | $6,842+82.9% | $5,982+109.2% |
| Admin fee / account holder | $143 | $10,807-98.7% | $9,309-98.5% | $11,246-98.7% |