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 | $163,073 | $148,534+9.8% | $135,903+20.0% | $139,434+17.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.04% | 79.19%-59.1pp | 68.23%-48.2pp | 372.94%-352.9pp |
| Employer contribution / active EE | $5,038 | $5,243-3.9% | $4,856+3.7% | $4,751+6.0% |
| Participant deferral / active EE | $7,705 | $8,100-4.9% | $7,758-0.7% | $6,710+14.8% |
| Admin fee / account holder | $203 | $12,400-98.4% | $10,762-98.1% | $11,403-98.2% |