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 | $174,657 | $177,572-1.6% | $154,803+12.8% | $142,382+22.7% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 13.92% | 65.07%-51.1pp | 58.88%-45.0pp | 217.08%-203.2pp |
| Employer contribution / active EE | $2,887 | $4,810-40.0% | $4,305-32.9% | $4,299-32.8% |
| Participant deferral / active EE | $6,357 | $6,272+1.4% | $5,540+14.7% | $6,507-2.3% |
| Admin fee / account holder | $59 | $16,786-99.6% | $14,329-99.6% | $12,624-99.5% |