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 | $184,554 | $101,069+82.6% | $81,478+126.5% | $147,584+25.1% |
| Participation rate | 75.0% | 74.5%+0.5pp | 68.0%+7.0pp | 82.8%-7.8pp |
| Annual return | 16.11% | 32.40%-16.3pp | 38.78%-22.7pp | 578.55%-562.4pp |
| Employer contribution / active EE | $2,236 | $3,205-30.2% | $2,568-12.9% | $4,876-54.2% |
| Participant deferral / active EE | $2,865 | $4,242-32.5% | $3,537-19.0% | $5,439-47.3% |
| Admin fee / account holder | $29 | $5,812-99.5% | $4,561-99.4% | $10,885-99.7% |