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 | $197,471 | $124,425+58.7% | $112,040+76.3% | $137,256+43.9% |
| Participation rate | 77.8% | 79.3%-1.5pp | 76.5%+1.3pp | 80.0%-2.2pp |
| Annual return | 16.30% | 24.72%-8.4pp | 24.52%-8.2pp | 220.34%-204.0pp |
| Employer contribution / active EE | $2,626 | $3,411-23.0% | $2,954-11.1% | $4,156-36.8% |
| Participant deferral / active EE | $6,319 | $5,718+10.5% | $5,098+24.0% | $6,407-1.4% |
| Admin fee / account holder | $120 | $15,207-99.2% | $12,098-99.0% | $12,270-99.0% |