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 | $130,398 | $165,335-21.1% | $149,696-12.9% | $158,922-17.9% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 13.76% | 348.15%-334.4pp | 276.60%-262.8pp | 302.83%-289.1pp |
| Employer contribution / active EE | $5,051 | $5,103-1.0% | $4,644+8.8% | $4,761+6.1% |
| Participant deferral / active EE | $7,747 | $7,181+7.9% | $6,842+13.2% | $5,982+29.5% |
| Admin fee / account holder | $189 | $10,807-98.3% | $9,309-98.0% | $11,246-98.3% |