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 | $145,540 | $217,402-33.1% | $185,823-21.7% | $167,490-13.1% |
| Participation rate | 85.7% | 86.0%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 17.01% | 148.36%-131.4pp | 122.05%-105.0pp | 478.56%-461.5pp |
| Employer contribution / active EE | $2,094 | $5,873-64.3% | $5,167-59.5% | $4,837-56.7% |
| Participant deferral / active EE | $4,171 | $6,356-34.4% | $5,568-25.1% | $6,341-34.2% |
| Admin fee / account holder | $108 | $19,811-99.5% | $16,237-99.3% | $12,309-99.1% |