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 | $156,656 | $217,402-27.9% | $185,823-15.7% | $167,490-6.5% |
| Participation rate | 78.6% | 86.0%-7.5pp | 81.7%-3.1pp | 82.1%-3.5pp |
| Annual return | 13.21% | 148.36%-135.1pp | 122.05%-108.8pp | 478.56%-465.3pp |
| Employer contribution / active EE | $2,061 | $5,873-64.9% | $5,167-60.1% | $4,837-57.4% |
| Participant deferral / active EE | $9,385 | $6,356+47.7% | $5,568+68.6% | $6,341+48.0% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |