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 | $163,207 | $117,381+39.0% | $99,443+64.1% | $152,861+6.8% |
| Participation rate | 72.7% | 77.5%-4.8pp | 73.8%-1.1pp | 82.4%-9.7pp |
| Annual return | 6.71% | 31.87%-25.2pp | 30.72%-24.0pp | 345.32%-338.6pp |
| Employer contribution / active EE | $1,220 | $3,013-59.5% | $2,540-51.9% | $4,762-74.4% |
| Participant deferral / active EE | $1,524 | $4,086-62.7% | $3,619-57.9% | $5,850-74.0% |
| Admin fee / account holder | $130 | $7,631-98.3% | $6,250-97.9% | $11,596-98.9% |