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 | $133,527 | $154,228-13.4% | $145,433-8.2% | $137,256-2.7% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 14.42% | 74.59%-60.2pp | 66.58%-52.2pp | 220.34%-205.9pp |
| Employer contribution / active EE | $2,333 | $4,804-51.4% | $4,554-48.8% | $4,156-43.9% |
| Participant deferral / active EE | $10,955 | $8,216+33.3% | $7,897+38.7% | $6,407+71.0% |
| Admin fee / account holder | $2 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |