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 | $158,073 | $165,335-4.4% | $149,696+5.6% | $158,922-0.5% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 19.44% | 348.15%-328.7pp | 276.60%-257.2pp | 302.83%-283.4pp |
| Employer contribution / active EE | $2,664 | $5,103-47.8% | $4,644-42.6% | $4,761-44.1% |
| Participant deferral / active EE | $8,325 | $7,181+15.9% | $6,842+21.7% | $5,982+39.2% |
| Admin fee / account holder | $247 | $10,807-97.7% | $9,309-97.4% | $11,246-97.8% |