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 | $150,652 | $177,572-15.2% | $154,803-2.7% | $142,382+5.8% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 15.02% | 65.07%-50.1pp | 58.88%-43.9pp | 217.08%-202.1pp |
| Employer contribution / active EE | $2,083 | $4,810-56.7% | $4,305-51.6% | $4,299-51.5% |
| Participant deferral / active EE | $10,927 | $6,272+74.2% | $5,540+97.2% | $6,507+67.9% |
| Admin fee / account holder | $24 | $16,786-99.9% | $14,329-99.8% | $12,624-99.8% |