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 | $155,703 | $198,466-21.5% | $170,442-8.6% | $147,584+5.5% |
| Participation rate | 73.9% | 88.0%-14.1pp | 83.6%-9.7pp | 82.8%-8.9pp |
| Annual return | 18.54% | 257.29%-238.8pp | 205.93%-187.4pp | 578.55%-560.0pp |
| Employer contribution / active EE | $2,118 | $6,184-65.7% | $5,433-61.0% | $4,876-56.6% |
| Participant deferral / active EE | $4,548 | $5,629-19.2% | $4,939-7.9% | $5,439-16.4% |
| Admin fee / account holder | $187 | $16,852-98.9% | $13,880-98.7% | $10,885-98.3% |