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 | $152,112 | $165,335-8.0% | $149,696+1.6% | $158,922-4.3% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 14.17% | 348.15%-334.0pp | 276.60%-262.4pp | 302.83%-288.7pp |
| Employer contribution / active EE | $9,653 | $5,103+89.2% | $4,644+107.8% | $4,761+102.7% |
| Participant deferral / active EE | $8,521 | $7,181+18.7% | $6,842+24.6% | $5,982+42.4% |
| Admin fee / account holder | $236 | $10,807-97.8% | $9,309-97.5% | $11,246-97.9% |