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 | $150,360 | $135,952+10.6% | $123,892+21.4% | $273,961-45.1% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 8.14% | 56.63%-48.5pp | 47.52%-39.4pp | 41.45%-33.3pp |
| Employer contribution / active EE | $4,243 | $5,170-17.9% | $4,617-8.1% | $4,869-12.9% |
| Participant deferral / active EE | $5,646 | $6,343-11.0% | $5,984-5.6% | $5,287+6.8% |
| Admin fee / account holder | $25 | $9,817-99.7% | $8,357-99.7% | $10,132-99.7% |