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 | $81,248+87.9% | $155,509-1.8% | $80,856+88.8% |
| Participation rate | 80.8% | 66.2%+14.5pp | 78.2%+2.6pp | 67.6%+13.1pp |
| Annual return | 12.64% | 33.31%-20.7pp | 64.67%-52.0pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,504 | $3,100-51.5% | $4,672-67.8% | $2,755-45.4% |
| Participant deferral / active EE | $5,100 | $3,452+47.8% | $5,626-9.3% | $4,296+18.7% |
| Admin fee / account holder | $29 | $7,997-99.6% | $15,912-99.8% | $6,918-99.6% |