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 | $140,320 | $111,724+25.6% | $93,606+49.9% | $145,922-3.8% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 16.94% | 202.98%-186.0pp | 133.20%-116.3pp | 561.29%-544.3pp |
| Employer contribution / active EE | $1,921 | $3,090-37.8% | $2,420-20.6% | $4,660-58.8% |
| Participant deferral / active EE | $3,714 | $4,912-24.4% | $4,411-15.8% | $6,688-44.5% |
| Admin fee / account holder | $280 | $10,250-97.3% | $8,285-96.6% | $13,397-97.9% |