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 | $156,980 | $183,519-14.5% | $155,509+0.9% | $145,922+7.6% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 12.46% | 61.17%-48.7pp | 64.67%-52.2pp | 561.29%-548.8pp |
| Employer contribution / active EE | $1,779 | $5,313-66.5% | $4,672-61.9% | $4,660-61.8% |
| Participant deferral / active EE | $4,563 | $6,462-29.4% | $5,626-18.9% | $6,688-31.8% |
| Admin fee / account holder | $11 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |