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 | $169,488 | $175,202-3.3% | $149,673+13.2% | $139,434+21.6% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 18.60% | 166.71%-148.1pp | 134.42%-115.8pp | 372.94%-354.3pp |
| Employer contribution / active EE | $2,690 | $5,474-50.9% | $4,818-44.2% | $4,751-43.4% |
| Participant deferral / active EE | $3,411 | $6,519-47.7% | $5,680-40.0% | $6,710-49.2% |
| Admin fee / account holder | $176 | $16,150-98.9% | $13,210-98.7% | $11,403-98.5% |