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 | $150,348 | $138,065+8.9% | $123,544+21.7% | $135,375+11.1% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | 9.95% | 153.68%-143.7pp | 119.20%-109.2pp | 519.73%-509.8pp |
| Employer contribution / active EE | $3,455 | $5,151-32.9% | $4,628-25.3% | $4,779-27.7% |
| Participant deferral / active EE | $3,845 | $6,799-43.4% | $6,426-40.2% | $5,609-31.4% |
| Admin fee / account holder | $84 | $10,916-99.2% | $9,284-99.1% | $10,827-99.2% |