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 | $111,535+43.5% | $105,223+52.1% | $137,256+16.6% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.0%-3.6pp | 80.0%-8.5pp |
| Annual return | 15.29% | 237.85%-222.6pp | 180.65%-165.4pp | 220.34%-205.1pp |
| Employer contribution / active EE | $1,467 | $3,939-62.8% | $3,689-60.2% | $4,156-64.7% |
| Participant deferral / active EE | $14,649 | $5,500+166.3% | $5,072+188.8% | $6,407+128.6% |
| Admin fee / account holder | $112 | $9,721-98.8% | $8,859-98.7% | $12,270-99.1% |