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 | $149,983 | $157,256-4.6% | $141,162+6.2% | $152,861-1.9% |
| Participation rate | 82.4% | 84.8%-2.5pp | 82.5%-0.1pp | 82.4%-0.1pp |
| Annual return | 29.00% | 64.32%-35.3pp | 71.39%-42.4pp | 345.32%-316.3pp |
| Employer contribution / active EE | $980 | $5,261-81.4% | $4,735-79.3% | $4,762-79.4% |
| Participant deferral / active EE | $6,123 | $7,109-13.9% | $6,709-8.7% | $5,850+4.7% |
| Admin fee / account holder | $239 | $12,120-98.0% | $10,261-97.7% | $11,596-97.9% |