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 | $152,242 | $142,405+6.9% | $115,157+32.2% | $152,861-0.4% |
| Participation rate | 90.0% | 82.4%+7.6pp | 75.9%+14.1pp | 82.4%+7.6pp |
| Annual return | 23.00% | 41.48%-18.5pp | 35.60%-12.6pp | 345.32%-322.3pp |
| Employer contribution / active EE | $5,455 | $4,010+36.0% | $3,179+71.6% | $4,762+14.5% |
| Participant deferral / active EE | $3,918 | $5,164-24.1% | $4,168-6.0% | $5,850-33.0% |
| Admin fee / account holder | $91 | $8,462-98.9% | $7,088-98.7% | $11,596-99.2% |