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 | $139,071 | $154,117-9.8% | $129,995+7.0% | $139,434-0.3% |
| Participation rate | 82.6% | 82.0%+0.7pp | 78.5%+4.1pp | 80.3%+2.3pp |
| Annual return | 16.92% | 32.48%-15.6pp | -137.18%+154.1pp | 372.94%-356.0pp |
| Employer contribution / active EE | $2,657 | $5,289-49.8% | $4,320-38.5% | $4,751-44.1% |
| Participant deferral / active EE | $7,972 | $6,710+18.8% | $5,820+37.0% | $6,710+18.8% |
| Admin fee / account holder | $267 | $14,007-98.1% | $10,614-97.5% | $11,403-97.7% |