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 | $174,371 | $176,056-1.0% | $159,436+9.4% | $167,490+4.1% |
| Participation rate | 89.5% | 84.9%+4.5pp | 82.8%+6.7pp | 82.1%+7.4pp |
| Annual return | 38.50% | 331.75%-293.3pp | 263.57%-225.1pp | 478.56%-440.1pp |
| Employer contribution / active EE | $2,158 | $5,297-59.3% | $4,829-55.3% | $4,837-55.4% |
| Participant deferral / active EE | $8,351 | $7,750+7.8% | $7,352+13.6% | $6,341+31.7% |
| Admin fee / account holder | $62 | $12,554-99.5% | $10,799-99.4% | $12,309-99.5% |