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 | $162,574 | $197,591-17.7% | $177,821-8.6% | $158,922+2.3% |
| Participation rate | 82.4% | 88.5%-6.2pp | 87.7%-5.4pp | 82.0%+0.4pp |
| Annual return | 29.91% | 58.76%-28.8pp | 48.32%-18.4pp | 302.83%-272.9pp |
| Employer contribution / active EE | $10,355 | $6,697+54.6% | $5,918+75.0% | $4,761+117.5% |
| Participant deferral / active EE | $10,597 | $8,405+26.1% | $7,714+37.4% | $5,982+77.2% |
| Admin fee / account holder | $2 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |