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 | $203,392 | $217,402-6.4% | $185,823+9.5% | $167,490+21.4% |
| Participation rate | 95.2% | 86.0%+9.2pp | 81.7%+13.5pp | 82.1%+13.1pp |
| Annual return | 21.67% | 148.36%-126.7pp | 122.05%-100.4pp | 478.56%-456.9pp |
| Employer contribution / active EE | $6,741 | $5,873+14.8% | $5,167+30.5% | $4,837+39.3% |
| Participant deferral / active EE | $5,927 | $6,356-6.8% | $5,568+6.4% | $6,341-6.5% |
| Admin fee / account holder | $19 | $19,811-99.9% | $16,237-99.9% | $12,309-99.8% |