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 | $168,725 | $228,332-26.1% | $185,823-9.2% | $158,922+6.2% |
| Participation rate | 72.7% | 82.3%-9.6pp | 78.0%-5.3pp | 82.0%-9.2pp |
| Annual return | 14.85% | 40.80%-25.9pp | 35.95%-21.1pp | 302.83%-288.0pp |
| Employer contribution / active EE | $2,733 | $4,967-45.0% | $4,087-33.1% | $4,761-42.6% |
| Participant deferral / active EE | $9,328 | $6,415+45.4% | $5,632+65.6% | $5,982+55.9% |
| Admin fee / account holder | $294 | $11,864-97.5% | $9,500-96.9% | $11,246-97.4% |