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 | $147,051 | $157,256-6.5% | $141,162+4.2% | $152,861-3.8% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 27.31% | 64.32%-37.0pp | 71.39%-44.1pp | 345.32%-318.0pp |
| Employer contribution / active EE | $3,577 | $5,261-32.0% | $4,735-24.4% | $4,762-24.9% |
| Participant deferral / active EE | $8,407 | $7,109+18.2% | $6,709+25.3% | $5,850+43.7% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |