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 | $186,178 | $157,256+18.4% | $141,162+31.9% | $152,861+21.8% |
| Participation rate | 81.3% | 84.8%-3.6pp | 82.5%-1.2pp | 82.4%-1.2pp |
| Annual return | 25.37% | 64.32%-39.0pp | 71.39%-46.0pp | 345.32%-320.0pp |
| Employer contribution / active EE | $2,722 | $5,261-48.3% | $4,735-42.5% | $4,762-42.8% |
| Participant deferral / active EE | $8,508 | $7,109+19.7% | $6,709+26.8% | $5,850+45.4% |
| Admin fee / account holder | $160 | $12,120-98.7% | $10,261-98.4% | $11,596-98.6% |