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 | $128,935 | $106,515+21.0% | $96,683+33.4% | $139,434-7.5% |
| Participation rate | 71.4% | 77.8%-6.4pp | 74.3%-2.9pp | 80.3%-8.9pp |
| Annual return | 18.19% | 38.43%-20.2pp | 35.69%-17.5pp | 372.94%-354.8pp |
| Employer contribution / active EE | $2,956 | $4,103-28.0% | $3,737-20.9% | $4,751-37.8% |
| Participant deferral / active EE | $10,579 | $5,454+94.0% | $4,878+116.9% | $6,710+57.7% |
| Admin fee / account holder | $18 | $7,877-99.8% | $6,730-99.7% | $11,403-99.8% |