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 | $191,431 | $177,572+7.8% | $154,803+23.7% | $142,382+34.4% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 16.58% | 65.07%-48.5pp | 58.88%-42.3pp | 217.08%-200.5pp |
| Employer contribution / active EE | $2,456 | $4,810-48.9% | $4,305-43.0% | $4,299-42.9% |
| Participant deferral / active EE | $5,178 | $6,272-17.4% | $5,540-6.5% | $6,507-20.4% |
| Admin fee / account holder | $27 | $16,786-99.8% | $14,329-99.8% | $12,624-99.8% |