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 | $159,945 | $176,056-9.2% | $159,436+0.3% | $167,490-4.5% |
| Participation rate | 90.0% | 84.9%+5.1pp | 82.8%+7.2pp | 82.1%+7.9pp |
| Annual return | 13.09% | 331.75%-318.7pp | 263.57%-250.5pp | 478.56%-465.5pp |
| Employer contribution / active EE | $16,460 | $5,297+210.7% | $4,829+240.8% | $4,837+240.3% |
| Participant deferral / active EE | $14,788 | $7,750+90.8% | $7,352+101.1% | $6,341+133.2% |
| Admin fee / account holder | $28 | $12,554-99.8% | $10,799-99.7% | $12,309-99.8% |