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 | $200,835 | $127,065+58.1% | $113,168+77.5% | $142,382+41.1% |
| Participation rate | 70.8% | 79.2%-8.4pp | 76.6%-5.7pp | 80.1%-9.3pp |
| Annual return | 15.35% | 24.03%-8.7pp | 24.27%-8.9pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,261 | $3,442-63.4% | $2,975-57.6% | $4,299-70.7% |
| Participant deferral / active EE | $2,515 | $5,716-56.0% | $5,107-50.8% | $6,507-61.4% |
| Admin fee / account holder | $92 | $15,736-99.4% | $12,068-99.2% | $12,624-99.3% |