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 | $149,399 | $165,335-9.6% | $149,696-0.2% | $158,922-6.0% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 12.27% | 348.15%-335.9pp | 276.60%-264.3pp | 302.83%-290.6pp |
| Employer contribution / active EE | $2,035 | $5,103-60.1% | $4,644-56.2% | $4,761-57.3% |
| Participant deferral / active EE | $5,925 | $7,181-17.5% | $6,842-13.4% | $5,982-1.0% |
| Admin fee / account holder | $293 | $10,807-97.3% | $9,309-96.9% | $11,246-97.4% |