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 | $166,150 | $135,952+22.2% | $123,892+34.1% | $273,961-39.4% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 12.64% | 56.63%-44.0pp | 47.52%-34.9pp | 41.45%-28.8pp |
| Employer contribution / active EE | $3,425 | $5,170-33.8% | $4,617-25.8% | $4,869-29.7% |
| Participant deferral / active EE | $8,609 | $6,343+35.7% | $5,984+43.9% | $5,287+62.8% |
| Admin fee / account holder | $153 | $9,817-98.4% | $8,357-98.2% | $10,132-98.5% |