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 | $150,171 | $209,336-28.3% | $197,124-23.8% | $137,256+9.4% |
| Participation rate | 81.8% | 87.3%-5.5pp | 86.7%-4.9pp | 80.0%+1.9pp |
| Annual return | 15.01% | 48.09%-33.1pp | 44.34%-29.3pp | 220.34%-205.3pp |
| Employer contribution / active EE | $13,731 | $6,591+108.3% | $6,227+120.5% | $4,156+230.4% |
| Participant deferral / active EE | $14,523 | $9,614+51.1% | $9,135+59.0% | $6,407+126.7% |
| Admin fee / account holder | $27 | $17,308-99.8% | $16,298-99.8% | $12,270-99.8% |