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 | $185,391 | $197,591-6.2% | $177,821+4.3% | $158,922+16.7% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.7%+2.3pp | 82.0%+8.0pp |
| Annual return | 7.79% | 58.76%-51.0pp | 48.32%-40.5pp | 302.83%-295.0pp |
| Employer contribution / active EE | $2,013 | $6,697-69.9% | $5,918-66.0% | $4,761-57.7% |
| Participant deferral / active EE | $13,371 | $8,405+59.1% | $7,714+73.3% | $5,982+123.5% |
| Admin fee / account holder | $12 | $15,399-99.9% | $12,427-99.9% | $11,246-99.9% |