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 | $164,348 | $93,571+75.6% | $135,903+20.9% | $75,163+118.7% |
| Participation rate | 74.1% | 75.2%-1.1pp | 81.9%-7.8pp | 67.2%+6.9pp |
| Annual return | 27.69% | 30.90%-3.2pp | 68.23%-40.5pp | 160.62%-132.9pp |
| Employer contribution / active EE | $2,641 | $3,537-25.3% | $4,856-45.6% | $2,670-1.1% |
| Participant deferral / active EE | $5,410 | $6,404-15.5% | $7,758-30.3% | $4,125+31.1% |
| Admin fee / account holder | $15 | $6,975-99.8% | $10,762-99.9% | $5,651-99.7% |