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 | $160,088 | $114,381+40.0% | $107,525+48.9% | $142,382+12.4% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.1%-3.6pp | 80.1%-8.7pp |
| Annual return | 15.29% | 242.71%-227.4pp | 181.32%-166.0pp | 217.08%-201.8pp |
| Employer contribution / active EE | $1,467 | $4,015-63.5% | $3,754-60.9% | $4,299-65.9% |
| Participant deferral / active EE | $14,649 | $5,564+163.3% | $5,116+186.4% | $6,507+125.1% |
| Admin fee / account holder | $112 | $9,860-98.9% | $8,919-98.7% | $12,624-99.1% |