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 | $145,087 | $177,572-18.3% | $154,803-6.3% | $142,382+1.9% |
| Participation rate | 94.1% | 82.1%+12.1pp | 78.1%+16.0pp | 80.1%+14.0pp |
| Annual return | 17.65% | 65.07%-47.4pp | 58.88%-41.2pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,826 | $4,810-41.2% | $4,305-34.4% | $4,299-34.3% |
| Participant deferral / active EE | $8,933 | $6,272+42.4% | $5,540+61.2% | $6,507+37.3% |
| Admin fee / account holder | $207 | $16,786-98.8% | $14,329-98.6% | $12,624-98.4% |