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 | $160,620 | $126,574+26.9% | $106,213+51.2% | $145,922+10.1% |
| Participation rate | 71.4% | 77.6%-6.2pp | 75.3%-3.9pp | 80.3%-8.8pp |
| Annual return | 12.40% | 224.79%-212.4pp | 116.14%-103.7pp | 561.29%-548.9pp |
| Employer contribution / active EE | $1,072 | $3,730-71.3% | $3,171-66.2% | $4,660-77.0% |
| Participant deferral / active EE | $2,564 | $5,724-55.2% | $5,016-48.9% | $6,688-61.7% |
| Admin fee / account holder | $0 | $17,304-100.0% | $11,033-100.0% | $13,397-100.0% |