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 | $196,114 | $154,228+27.2% | $145,433+34.8% | $137,256+42.9% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 20.80% | 74.59%-53.8pp | 66.58%-45.8pp | 220.34%-199.5pp |
| Employer contribution / active EE | $1,562 | $4,804-67.5% | $4,554-65.7% | $4,156-62.4% |
| Participant deferral / active EE | $7,034 | $8,216-14.4% | $7,897-10.9% | $6,407+9.8% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |