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 | $143,524 | $115,770+24.0% | $101,248+41.8% | $158,922-9.7% |
| Participation rate | 84.6% | 79.4%+5.2pp | 75.8%+8.8pp | 82.0%+2.7pp |
| Annual return | 13.18% | 56.14%-43.0pp | 46.47%-33.3pp | 302.83%-289.6pp |
| Employer contribution / active EE | $1,875 | $4,175-55.1% | $3,660-48.8% | $4,761-60.6% |
| Participant deferral / active EE | $3,864 | $4,957-22.1% | $4,370-11.6% | $5,982-35.4% |
| Admin fee / account holder | $255 | $7,245-96.5% | $5,945-95.7% | $11,246-97.7% |