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 | $169,692 | $117,983+43.8% | $101,794+66.7% | $142,382+19.2% |
| Participation rate | 77.8% | 74.2%+3.6pp | 69.2%+8.6pp | 80.1%-2.3pp |
| Annual return | 18.34% | 36.92%-18.6pp | 30.53%-12.2pp | 217.08%-198.7pp |
| Employer contribution / active EE | $0 | $2,773-100.0% | $2,289-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,763 | $4,714-62.6% | $4,084-56.8% | $6,507-72.9% |
| Admin fee / account holder | $279 | $10,433-97.3% | $8,777-96.8% | $12,624-97.8% |