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 | $150,353 | $177,572-15.3% | $154,803-2.9% | $142,382+5.6% |
| Participation rate | 92.3% | 82.1%+10.3pp | 78.1%+14.2pp | 80.1%+12.2pp |
| Annual return | 15.33% | 65.07%-49.7pp | 58.88%-43.6pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,745 | $4,810-63.7% | $4,305-59.5% | $4,299-59.4% |
| Participant deferral / active EE | $2,249 | $6,272-64.1% | $5,540-59.4% | $6,507-65.4% |
| Admin fee / account holder | $159 | $16,786-99.1% | $14,329-98.9% | $12,624-98.7% |