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 | $156,425 | $115,882+35.0% | $100,516+55.6% | $158,922-1.6% |
| Participation rate | 70.0% | 81.6%-11.6pp | 79.4%-9.4pp | 82.0%-12.0pp |
| Annual return | 24.53% | 34.79%-10.3pp | 30.89%-6.4pp | 302.83%-278.3pp |
| Employer contribution / active EE | $1,688 | $4,103-58.9% | $3,418-50.6% | $4,761-64.6% |
| Participant deferral / active EE | $3,679 | $6,674-44.9% | $6,270-41.3% | $5,982-38.5% |
| Admin fee / account holder | $18 | $10,995-99.8% | $8,081-99.8% | $11,246-99.8% |