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 | $155,408 | $177,572-12.5% | $154,803+0.4% | $142,382+9.1% |
| Participation rate | 82.4% | 82.1%+0.3pp | 78.1%+4.3pp | 80.1%+2.2pp |
| Annual return | 16.94% | 65.07%-48.1pp | 58.88%-41.9pp | 217.08%-200.1pp |
| Employer contribution / active EE | $4,369 | $4,810-9.2% | $4,305+1.5% | $4,299+1.6% |
| Participant deferral / active EE | $11,735 | $6,272+87.1% | $5,540+111.8% | $6,507+80.3% |
| Admin fee / account holder | -$51 | $16,786-100.3% | $14,329-100.4% | $12,624-100.4% |