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 | $133,699 | $175,202-23.7% | $149,673-10.7% | $139,434-4.1% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 18.86% | 166.71%-147.8pp | 134.42%-115.6pp | 372.94%-354.1pp |
| Employer contribution / active EE | $2,233 | $5,474-59.2% | $4,818-53.7% | $4,751-53.0% |
| Participant deferral / active EE | $8,772 | $6,519+34.6% | $5,680+54.4% | $6,710+30.7% |
| Admin fee / account holder | $17 | $16,150-99.9% | $13,210-99.9% | $11,403-99.9% |