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 | $186,433 | $217,402-14.2% | $185,823+0.3% | $167,490+11.3% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 12.29% | 148.36%-136.1pp | 122.05%-109.8pp | 478.56%-466.3pp |
| Employer contribution / active EE | $2,474 | $5,873-57.9% | $5,167-52.1% | $4,837-48.9% |
| Participant deferral / active EE | $10,875 | $6,356+71.1% | $5,568+95.3% | $6,341+71.5% |
| Admin fee / account holder | $44 | $19,811-99.8% | $16,237-99.7% | $12,309-99.6% |