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 | $164,257 | $181,894-9.7% | $156,549+4.9% | $273,961-40.0% |
| Participation rate | 94.7% | 88.4%+6.4pp | 84.0%+10.7pp | 83.0%+11.7pp |
| Annual return | 8.96% | 30.74%-21.8pp | 32.23%-23.3pp | 41.45%-32.5pp |
| Employer contribution / active EE | $5,657 | $6,248-9.5% | $5,501+2.8% | $4,869+16.2% |
| Participant deferral / active EE | $6,668 | $5,550+20.1% | $4,871+36.9% | $5,287+26.1% |
| Admin fee / account holder | $11 | $15,559-99.9% | $13,027-99.9% | $10,132-99.9% |