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 | $154,204 | $127,777+20.7% | $106,548+44.7% | $167,490-7.9% |
| Participation rate | 73.7% | 78.3%-4.6pp | 76.1%-2.4pp | 82.1%-8.4pp |
| Annual return | 13.37% | 33.87%-20.5pp | 26.80%-13.4pp | 478.56%-465.2pp |
| Employer contribution / active EE | $1,545 | $3,427-54.9% | $2,819-45.2% | $4,837-68.1% |
| Participant deferral / active EE | $6,067 | $5,087+19.3% | $4,398+38.0% | $6,341-4.3% |
| Admin fee / account holder | $208 | $11,228-98.1% | $7,407-97.2% | $12,309-98.3% |