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 | $203,075 | $133,922+51.6% | $116,228+74.7% | $142,382+42.6% |
| Participation rate | 71.4% | 77.9%-6.4pp | 74.6%-3.1pp | 80.1%-8.7pp |
| Annual return | 17.07% | 147.76%-130.7pp | 90.06%-73.0pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,745 | $3,446-49.3% | $2,994-41.7% | $4,299-59.4% |
| Participant deferral / active EE | $5,506 | $5,672-2.9% | $4,953+11.2% | $6,507-15.4% |
| Admin fee / account holder | $99 | $14,945-99.3% | $11,989-99.2% | $12,624-99.2% |