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 | $187,116 | $114,381+63.6% | $107,525+74.0% | $142,382+31.4% |
| Participation rate | 72.7% | 78.1%-5.4pp | 75.1%-2.3pp | 80.1%-7.4pp |
| Annual return | 18.83% | 242.71%-223.9pp | 181.32%-162.5pp | 217.08%-198.2pp |
| Employer contribution / active EE | $2,059 | $4,015-48.7% | $3,754-45.2% | $4,299-52.1% |
| Participant deferral / active EE | $8,205 | $5,564+47.5% | $5,116+60.4% | $6,507+26.1% |
| Admin fee / account holder | $1 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |