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 | $190,498 | $183,519+3.8% | $155,509+22.5% | $145,922+30.5% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 15.37% | 61.17%-45.8pp | 64.67%-49.3pp | 561.29%-545.9pp |
| Employer contribution / active EE | $1,860 | $5,313-65.0% | $4,672-60.2% | $4,660-60.1% |
| Participant deferral / active EE | $11,065 | $6,462+71.2% | $5,626+96.7% | $6,688+65.5% |
| Admin fee / account holder | $120 | $19,313-99.4% | $15,912-99.2% | $13,397-99.1% |