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 | $161,501 | $176,056-8.3% | $159,436+1.3% | $167,490-3.6% |
| Participation rate | 70.0% | 84.9%-14.9pp | 82.8%-12.8pp | 82.1%-12.1pp |
| Annual return | 24.51% | 331.75%-307.2pp | 263.57%-239.1pp | 478.56%-454.0pp |
| Employer contribution / active EE | $2,086 | $5,297-60.6% | $4,829-56.8% | $4,837-56.9% |
| Participant deferral / active EE | $10,317 | $7,750+33.1% | $7,352+40.3% | $6,341+62.7% |
| Admin fee / account holder | $143 | $12,554-98.9% | $10,799-98.7% | $12,309-98.8% |