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 | $155,434 | $162,781-4.5% | $133,956+16.0% | $158,922-2.2% |
| Participation rate | 84.6% | 83.2%+1.4pp | 79.8%+4.8pp | 82.0%+2.7pp |
| Annual return | 22.49% | 41.94%-19.4pp | 45.09%-22.6pp | 302.83%-280.3pp |
| Employer contribution / active EE | $1,688 | $4,975-66.1% | $3,919-56.9% | $4,761-64.6% |
| Participant deferral / active EE | $2,918 | $5,911-50.6% | $5,048-42.2% | $5,982-51.2% |
| Admin fee / account holder | $178 | $11,736-98.5% | $8,927-98.0% | $11,246-98.4% |