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 | $155,389 | $135,952+14.3% | $123,892+25.4% | $273,961-43.3% |
| Participation rate | 72.7% | 84.1%-11.3pp | 81.4%-8.7pp | 83.0%-10.3pp |
| Annual return | 5.03% | 56.63%-51.6pp | 47.52%-42.5pp | 41.45%-36.4pp |
| Employer contribution / active EE | $2,938 | $5,170-43.2% | $4,617-36.4% | $4,869-39.7% |
| Participant deferral / active EE | $7,124 | $6,343+12.3% | $5,984+19.0% | $5,287+34.7% |
| Admin fee / account holder | $272 | $9,817-97.2% | $8,357-96.8% | $10,132-97.3% |