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 | $180,111 | $157,256+14.5% | $141,162+27.6% | $152,861+17.8% |
| Participation rate | 72.7% | 84.8%-12.1pp | 82.5%-9.7pp | 82.4%-9.7pp |
| Annual return | 17.43% | 64.32%-46.9pp | 71.39%-54.0pp | 345.32%-327.9pp |
| Employer contribution / active EE | $2,045 | $5,261-61.1% | $4,735-56.8% | $4,762-57.0% |
| Participant deferral / active EE | $6,734 | $7,109-5.3% | $6,709+0.4% | $5,850+15.1% |
| Admin fee / account holder | $193 | $12,120-98.4% | $10,261-98.1% | $11,596-98.3% |