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 | $166,068 | $165,984+0.1% | $164,813+0.8% | $145,922+13.8% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.6%+12.3pp | 80.3%+10.6pp |
| Annual return | 18.38% | 100.03%-81.6pp | 69.93%-51.5pp | 561.29%-542.9pp |
| Employer contribution / active EE | $1,195 | $5,273-77.3% | $4,341-72.5% | $4,660-74.3% |
| Participant deferral / active EE | $6,366 | $6,959-8.5% | $6,031+5.5% | $6,688-4.8% |
| Admin fee / account holder | $41 | $16,648-99.8% | $12,690-99.7% | $13,397-99.7% |