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 | $183,841 | $209,336-12.2% | $197,124-6.7% | $137,256+33.9% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 14.41% | 48.09%-33.7pp | 44.34%-29.9pp | 220.34%-205.9pp |
| Employer contribution / active EE | $2,681 | $6,591-59.3% | $6,227-57.0% | $4,156-35.5% |
| Participant deferral / active EE | $7,754 | $9,614-19.4% | $9,135-15.1% | $6,407+21.0% |
| Admin fee / account holder | $40 | $17,308-99.8% | $16,298-99.8% | $12,270-99.7% |