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 | $185,925 | $197,591-5.9% | $177,821+4.6% | $158,922+17.0% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 48.36% | 58.76%-10.4pp | 48.32%0pp | 302.83%-254.5pp |
| Employer contribution / active EE | $3,696 | $6,697-44.8% | $5,918-37.6% | $4,761-22.4% |
| Participant deferral / active EE | $11,929 | $8,405+41.9% | $7,714+54.6% | $5,982+99.4% |
| Admin fee / account holder | $186 | $15,399-98.8% | $12,427-98.5% | $11,246-98.3% |