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 | $171,697 | $137,414+24.9% | $189,513-9.4% | $85,850+100.0% |
| Participation rate | 88.0% | 84.6%+3.4pp | 87.8%+0.2pp | 69.3%+18.7pp |
| Annual return | 16.62% | 38.14%-21.5pp | 555.15%-538.5pp | 318.53%-301.9pp |
| Employer contribution / active EE | $2,328 | $4,344-46.4% | $6,162-62.2% | $2,565-9.3% |
| Participant deferral / active EE | $7,572 | $6,260+21.0% | $8,221-7.9% | $3,952+91.6% |
| Admin fee / account holder | $224 | $8,630-97.4% | $12,045-98.1% | $6,260-96.4% |