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 | $189,510 | $214,378-11.6% | $200,582-5.5% | $142,382+33.1% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 18.83% | 46.41%-27.6pp | 42.33%-23.5pp | 217.08%-198.2pp |
| Employer contribution / active EE | $4,106 | $6,841-40.0% | $6,419-36.0% | $4,299-4.5% |
| Participant deferral / active EE | $8,663 | $9,865-12.2% | $9,331-7.2% | $6,507+33.1% |
| Admin fee / account holder | $161 | $17,692-99.1% | $16,305-99.0% | $12,624-98.7% |