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 | $123,915 | $148,534-16.6% | $135,903-8.8% | $139,434-11.1% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 17.90% | 79.19%-61.3pp | 68.23%-50.3pp | 372.94%-355.0pp |
| Employer contribution / active EE | $1,736 | $5,243-66.9% | $4,856-64.3% | $4,751-63.5% |
| Participant deferral / active EE | $6,234 | $8,100-23.0% | $7,758-19.6% | $6,710-7.1% |
| Admin fee / account holder | $129 | $12,400-99.0% | $10,762-98.8% | $11,403-98.9% |