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 | $176,938 | $209,336-15.5% | $197,124-10.2% | $137,256+28.9% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 13.18% | 48.09%-34.9pp | 44.34%-31.2pp | 220.34%-207.2pp |
| Employer contribution / active EE | $1,565 | $6,591-76.3% | $6,227-74.9% | $4,156-62.4% |
| Participant deferral / active EE | $3,870 | $9,614-59.7% | $9,135-57.6% | $6,407-39.6% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |