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 | $152,537 | $154,117-1.0% | $129,995+17.3% | $139,434+9.4% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.5%+10.4pp | 80.3%+8.6pp |
| Annual return | 20.75% | 32.48%-11.7pp | -137.18%+157.9pp | 372.94%-352.2pp |
| Employer contribution / active EE | $8,316 | $5,289+57.2% | $4,320+92.5% | $4,751+75.0% |
| Participant deferral / active EE | $20,443 | $6,710+204.7% | $5,820+251.2% | $6,710+204.7% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |