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 9-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 | $165,658 | $179,726-7.8% | $156,263+6.0% | $142,382+16.3% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.9%-7.5pp | 80.1%-8.7pp |
| Annual return | 11.32% | 77.86%-66.5pp | 59.47%-48.1pp | 217.08%-205.8pp |
| Employer contribution / active EE | $6,572 | $5,069+29.7% | $4,333+51.7% | $4,299+52.9% |
| Participant deferral / active EE | $10,354 | $6,956+48.8% | $6,158+68.1% | $6,507+59.1% |
| Admin fee / account holder | $124 | $17,272-99.3% | $14,255-99.1% | $12,624-99.0% |