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 | $152,693 | $81,233+88.0% | $155,567-1.8% | $80,874+88.8% |
| Participation rate | 80.8% | 66.2%+14.5pp | 78.2%+2.6pp | 67.6%+13.1pp |
| Annual return | 12.64% | 33.33%-20.7pp | 64.74%-52.1pp | 35.62%-23.0pp |
| Employer contribution / active EE | $1,504 | $3,101-51.5% | $4,674-67.8% | $2,756-45.4% |
| Participant deferral / active EE | $5,100 | $3,452+47.7% | $5,628-9.4% | $4,297+18.7% |
| Admin fee / account holder | $29 | $7,998-99.6% | $15,916-99.8% | $6,935-99.6% |