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 | $164,962 | $138,065+19.5% | $123,544+33.5% | $135,375+21.9% |
| Participation rate | 93.8% | 84.7%+9.0pp | 82.3%+11.5pp | 82.6%+11.1pp |
| Annual return | 12.02% | 153.68%-141.7pp | 119.20%-107.2pp | 519.73%-507.7pp |
| Employer contribution / active EE | $2,496 | $5,151-51.6% | $4,628-46.1% | $4,779-47.8% |
| Participant deferral / active EE | $6,257 | $6,799-8.0% | $6,426-2.6% | $5,609+11.6% |
| Admin fee / account holder | $45 | $10,916-99.6% | $9,284-99.5% | $10,827-99.6% |