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 | $181,930 | $198,466-8.3% | $170,442+6.7% | $147,584+23.3% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 21.58% | 257.29%-235.7pp | 205.93%-184.3pp | 578.55%-557.0pp |
| Employer contribution / active EE | $3,660 | $6,184-40.8% | $5,433-32.6% | $4,876-25.0% |
| Participant deferral / active EE | $3,688 | $5,629-34.5% | $4,939-25.3% | $5,439-32.2% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |