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 | $138,084 | $209,411-34.1% | $178,490-22.6% | $158,922-13.1% |
| Participation rate | 78.6% | 86.3%-7.8pp | 81.9%-3.4pp | 82.0%-3.4pp |
| Annual return | 13.72% | 188.75%-175.0pp | 151.07%-137.4pp | 302.83%-289.1pp |
| Employer contribution / active EE | $1,884 | $5,706-67.0% | $5,011-62.4% | $4,761-60.4% |
| Participant deferral / active EE | $8,881 | $5,954+49.1% | $5,202+70.7% | $5,982+48.5% |
| Admin fee / account holder | $273 | $17,074-98.4% | $13,984-98.0% | $11,246-97.6% |