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 | $165,084 | $226,064-27.0% | $182,532-9.6% | $152,861+8.0% |
| Participation rate | 81.8% | 82.5%-0.6pp | 78.0%+3.8pp | 82.4%-0.6pp |
| Annual return | 22.01% | 192.51%-170.5pp | 148.54%-126.5pp | 345.32%-323.3pp |
| Employer contribution / active EE | $5,291 | $4,978+6.3% | $4,076+29.8% | $4,762+11.1% |
| Participant deferral / active EE | $3,760 | $6,368-41.0% | $5,524-31.9% | $5,850-35.7% |
| Admin fee / account holder | $39 | $10,703-99.6% | $8,592-99.6% | $11,596-99.7% |