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 | $171,115 | $162,781+5.1% | $133,956+27.7% | $158,922+7.7% |
| Participation rate | 77.8% | 83.2%-5.4pp | 79.8%-2.1pp | 82.0%-4.2pp |
| Annual return | 11.24% | 41.94%-30.7pp | 45.09%-33.9pp | 302.83%-291.6pp |
| Employer contribution / active EE | $2,447 | $4,975-50.8% | $3,919-37.6% | $4,761-48.6% |
| Participant deferral / active EE | $10,000 | $5,911+69.2% | $5,048+98.1% | $5,982+67.2% |
| Admin fee / account holder | -$51 | $11,736-100.4% | $8,927-100.6% | $11,246-100.5% |