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 | $155,177 | $177,572-12.6% | $154,803+0.2% | $142,382+9.0% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 13.04% | 65.07%-52.0pp | 58.88%-45.8pp | 217.08%-204.0pp |
| Employer contribution / active EE | $2,661 | $4,810-44.7% | $4,305-38.2% | $4,299-38.1% |
| Participant deferral / active EE | $7,706 | $6,272+22.9% | $5,540+39.1% | $6,507+18.4% |
| Admin fee / account holder | $184 | $16,786-98.9% | $14,329-98.7% | $12,624-98.5% |