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 | $167,614 | $183,963-8.9% | $162,163+3.4% | $152,861+9.7% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.6%-16.1pp | 82.4%-11.0pp |
| Annual return | 24.15% | 150.76%-126.6pp | 115.59%-91.4pp | 345.32%-321.2pp |
| Employer contribution / active EE | $4,223 | $6,371-33.7% | $5,614-24.8% | $4,762-11.3% |
| Participant deferral / active EE | $7,112 | $8,034-11.5% | $7,298-2.5% | $5,850+21.6% |
| Admin fee / account holder | $200 | $13,121-98.5% | $10,843-98.2% | $11,596-98.3% |