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 | $161,674 | $106,515+51.8% | $96,683+67.2% | $139,434+16.0% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 31.92% | 38.43%-6.5pp | 35.69%-3.8pp | 372.94%-341.0pp |
| Employer contribution / active EE | $3,069 | $4,103-25.2% | $3,737-17.9% | $4,751-35.4% |
| Participant deferral / active EE | $11,888 | $5,454+118.0% | $4,878+143.7% | $6,710+77.2% |
| Admin fee / account holder | $13 | $7,877-99.8% | $6,730-99.8% | $11,403-99.9% |