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 | $198,262 | $112,096+76.9% | $95,952+106.6% | $158,922+24.8% |
| Participation rate | 73.9% | 79.0%-5.1pp | 77.1%-3.2pp | 82.0%-8.0pp |
| Annual return | 16.12% | 171.09%-155.0pp | 91.61%-75.5pp | 302.83%-286.7pp |
| Employer contribution / active EE | $3,663 | $3,198+14.5% | $2,541+44.2% | $4,761-23.1% |
| Participant deferral / active EE | $7,612 | $4,784+59.1% | $4,167+82.7% | $5,982+27.3% |
| Admin fee / account holder | $7 | $10,130-99.9% | $6,795-99.9% | $11,246-99.9% |