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 | $137,771 | $172,111-20.0% | $150,298-8.3% | $137,256+0.4% |
| Participation rate | 70.0% | 81.7%-11.7pp | 77.8%-7.8pp | 80.0%-10.0pp |
| Annual return | 16.45% | 69.37%-52.9pp | 62.79%-46.3pp | 220.34%-203.9pp |
| Employer contribution / active EE | $1,645 | $4,636-64.5% | $4,154-60.4% | $4,156-60.4% |
| Participant deferral / active EE | $6,665 | $6,166+8.1% | $5,453+22.2% | $6,407+4.0% |
| Admin fee / account holder | $162 | $16,471-99.0% | $14,116-98.8% | $12,270-98.7% |