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 | $171,256 | $177,572-3.6% | $154,803+10.6% | $142,382+20.3% |
| Participation rate | 90.9% | 82.1%+8.9pp | 78.1%+12.8pp | 80.1%+10.8pp |
| Annual return | 19.47% | 65.07%-45.6pp | 58.88%-39.4pp | 217.08%-197.6pp |
| Employer contribution / active EE | $2,530 | $4,810-47.4% | $4,305-41.2% | $4,299-41.2% |
| Participant deferral / active EE | $5,748 | $6,272-8.4% | $5,540+3.7% | $6,507-11.7% |
| Admin fee / account holder | $38 | $16,786-99.8% | $14,329-99.7% | $12,624-99.7% |