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 | $191,075 | $179,726+6.3% | $156,263+22.3% | $142,382+34.2% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.9%-1.1pp | 80.1%-2.3pp |
| Annual return | 20.03% | 77.86%-57.8pp | 59.47%-39.4pp | 217.08%-197.0pp |
| Employer contribution / active EE | $3,336 | $5,069-34.2% | $4,333-23.0% | $4,299-22.4% |
| Participant deferral / active EE | $8,337 | $6,956+19.9% | $6,158+35.4% | $6,507+28.1% |
| Admin fee / account holder | $6 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |