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 | $177,345 | $215,361-17.7% | $171,082+3.7% | $273,961-35.3% |
| Participation rate | 72.7% | 82.0%-9.3pp | 76.7%-4.0pp | 83.0%-10.3pp |
| Annual return | 9.66% | 25.14%-15.5pp | 32.56%-22.9pp | 41.45%-31.8pp |
| Employer contribution / active EE | $754 | $4,967-84.8% | $4,002-81.2% | $4,869-84.5% |
| Participant deferral / active EE | $9,709 | $5,543+75.2% | $4,797+102.4% | $5,287+83.6% |
| Admin fee / account holder | $67 | $10,846-99.4% | $8,520-99.2% | $10,132-99.3% |