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 | $172,111-9.8% | $150,298+3.2% | $137,256+13.1% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 13.04% | 69.37%-56.3pp | 62.79%-49.7pp | 220.34%-207.3pp |
| Employer contribution / active EE | $2,661 | $4,636-42.6% | $4,154-35.9% | $4,156-36.0% |
| Participant deferral / active EE | $7,706 | $6,166+25.0% | $5,453+41.3% | $6,407+20.3% |
| Admin fee / account holder | $184 | $16,471-98.9% | $14,116-98.7% | $12,270-98.5% |