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 | $158,048 | $148,534+6.4% | $135,903+16.3% | $139,434+13.3% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 29.21% | 79.19%-50.0pp | 68.23%-39.0pp | 372.94%-343.7pp |
| Employer contribution / active EE | $2,279 | $5,243-56.5% | $4,856-53.1% | $4,751-52.0% |
| Participant deferral / active EE | $9,326 | $8,100+15.1% | $7,758+20.2% | $6,710+39.0% |
| Admin fee / account holder | $20 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |