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 | $205,410 | $217,402-5.5% | $185,823+10.5% | $167,490+22.6% |
| Participation rate | 88.9% | 86.0%+2.8pp | 81.7%+7.2pp | 82.1%+6.8pp |
| Annual return | 15.10% | 148.36%-133.3pp | 122.05%-106.9pp | 478.56%-463.5pp |
| Employer contribution / active EE | $2,588 | $5,873-55.9% | $5,167-49.9% | $4,837-46.5% |
| Participant deferral / active EE | $5,783 | $6,356-9.0% | $5,568+3.9% | $6,341-8.8% |
| Admin fee / account holder | $291 | $19,811-98.5% | $16,237-98.2% | $12,309-97.6% |