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 9-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 | $141,174 | $154,228-8.5% | $145,433-2.9% | $137,256+2.9% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 17.90% | 74.59%-56.7pp | 66.58%-48.7pp | 220.34%-202.4pp |
| Employer contribution / active EE | $1,812 | $4,804-62.3% | $4,554-60.2% | $4,156-56.4% |
| Participant deferral / active EE | $9,470 | $8,216+15.3% | $7,897+19.9% | $6,407+47.8% |
| Admin fee / account holder | $19 | $14,344-99.9% | $13,129-99.9% | $12,270-99.8% |