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 7-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 | $159,957 | $214,378-25.4% | $200,582-20.3% | $142,382+12.3% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 18.73% | 46.41%-27.7pp | 42.33%-23.6pp | 217.08%-198.3pp |
| Employer contribution / active EE | $1,525 | $6,841-77.7% | $6,419-76.2% | $4,299-64.5% |
| Participant deferral / active EE | $5,687 | $9,865-42.4% | $9,331-39.1% | $6,507-12.6% |
| Admin fee / account holder | $87 | $17,692-99.5% | $16,305-99.5% | $12,624-99.3% |