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 | $124,425+61.4% | $112,040+79.3% | $137,256+46.3% |
| Participation rate | 70.8% | 79.3%-8.5pp | 76.5%-5.7pp | 80.0%-9.1pp |
| Annual return | 15.35% | 24.72%-9.4pp | 24.52%-9.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $1,261 | $3,411-63.0% | $2,954-57.3% | $4,156-69.7% |
| Participant deferral / active EE | $2,515 | $5,718-56.0% | $5,098-50.7% | $6,407-60.7% |
| Admin fee / account holder | $92 | $15,207-99.4% | $12,098-99.2% | $12,270-99.2% |