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 | $164,185 | $152,587+7.6% | $125,175+31.2% | $152,861+7.4% |
| Participation rate | 76.9% | 83.3%-6.4pp | 79.8%-2.9pp | 82.4%-5.5pp |
| Annual return | 14.27% | 54.84%-40.6pp | 43.79%-29.5pp | 345.32%-331.0pp |
| Employer contribution / active EE | $5,356 | $4,946+8.3% | $3,865+38.6% | $4,762+12.5% |
| Participant deferral / active EE | $5,078 | $5,868-13.5% | $4,937+2.9% | $5,850-13.2% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |