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 | $161,484 | $172,111-6.2% | $150,298+7.4% | $137,256+17.7% |
| Participation rate | 77.8% | 81.7%-3.9pp | 77.8%0pp | 80.0%-2.2pp |
| Annual return | 16.30% | 69.37%-53.1pp | 62.79%-46.5pp | 220.34%-204.0pp |
| Employer contribution / active EE | $3,341 | $4,636-27.9% | $4,154-19.6% | $4,156-19.6% |
| Participant deferral / active EE | $9,245 | $6,166+49.9% | $5,453+69.6% | $6,407+44.3% |
| Admin fee / account holder | $153 | $16,471-99.1% | $14,116-98.9% | $12,270-98.7% |