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 | $152,424 | $179,726-15.2% | $156,263-2.5% | $142,382+7.1% |
| Participation rate | 82.4% | 82.1%+0.3pp | 78.9%+3.4pp | 80.1%+2.2pp |
| Annual return | 15.92% | 77.86%-61.9pp | 59.47%-43.5pp | 217.08%-201.2pp |
| Employer contribution / active EE | $2,893 | $5,069-42.9% | $4,333-33.2% | $4,299-32.7% |
| Participant deferral / active EE | $9,052 | $6,956+30.1% | $6,158+47.0% | $6,507+39.1% |
| Admin fee / account holder | $105 | $17,272-99.4% | $14,255-99.3% | $12,624-99.2% |