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 | $149,820 | $154,117-2.8% | $129,995+15.3% | $139,434+7.4% |
| Participation rate | 77.8% | 82.0%-4.2pp | 78.5%-0.7pp | 80.3%-2.5pp |
| Annual return | 21.01% | 32.48%-11.5pp | -137.18%+158.2pp | 372.94%-351.9pp |
| Employer contribution / active EE | $3,732 | $5,289-29.4% | $4,320-13.6% | $4,751-21.4% |
| Participant deferral / active EE | $8,464 | $6,710+26.1% | $5,820+45.4% | $6,710+26.1% |
| Admin fee / account holder | $7 | $14,007-99.9% | $10,614-99.9% | $11,403-99.9% |