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 | $178,360 | $165,335+7.9% | $149,696+19.1% | $158,922+12.2% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 11.18% | 348.15%-337.0pp | 276.60%-265.4pp | 302.83%-291.6pp |
| Employer contribution / active EE | $2,552 | $5,103-50.0% | $4,644-45.1% | $4,761-46.4% |
| Participant deferral / active EE | $3,851 | $7,181-46.4% | $6,842-43.7% | $5,982-35.6% |
| Admin fee / account holder | $216 | $10,807-98.0% | $9,309-97.7% | $11,246-98.1% |