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 | $152,098 | $163,101-6.7% | $136,749+11.2% | $142,382+6.8% |
| Participation rate | 85.7% | 78.2%+7.5pp | 72.1%+13.6pp | 80.1%+5.6pp |
| Annual return | 15.86% | 27.54%-11.7pp | 24.33%-8.5pp | 217.08%-201.2pp |
| Employer contribution / active EE | $2,101 | $4,117-49.0% | $3,400-38.2% | $4,299-51.1% |
| Participant deferral / active EE | $2,587 | $5,585-53.7% | $4,692-44.9% | $6,507-60.2% |
| Admin fee / account holder | $48 | $14,318-99.7% | $11,386-99.6% | $12,624-99.6% |