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 | $175,827 | $172,111+2.2% | $150,298+17.0% | $137,256+28.1% |
| Participation rate | 94.1% | 81.7%+12.4pp | 77.8%+16.4pp | 80.0%+14.2pp |
| Annual return | 14.74% | 69.37%-54.6pp | 62.79%-48.0pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,204 | $4,636-74.0% | $4,154-71.0% | $4,156-71.0% |
| Participant deferral / active EE | $6,255 | $6,166+1.4% | $5,453+14.7% | $6,407-2.4% |
| Admin fee / account holder | $78 | $16,471-99.5% | $14,116-99.4% | $12,270-99.4% |