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 | $150,861 | $135,952+11.0% | $123,892+21.8% | $273,961-44.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.77% | 56.63%-46.9pp | 47.52%-37.7pp | 41.45%-31.7pp |
| Employer contribution / active EE | $9,670 | $5,170+87.0% | $4,617+109.4% | $4,869+98.6% |
| Participant deferral / active EE | $5,635 | $6,343-11.1% | $5,984-5.8% | $5,287+6.6% |
| Admin fee / account holder | $111 | $9,817-98.9% | $8,357-98.7% | $10,132-98.9% |