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 | $150,056 | $124,319+20.7% | $111,297+34.8% | $167,490-10.4% |
| Participation rate | 75.0% | 79.6%-4.6pp | 77.3%-2.3pp | 82.1%-7.1pp |
| Annual return | 23.00% | 37.44%-14.4pp | 54.65%-31.6pp | 478.56%-455.6pp |
| Employer contribution / active EE | $2,736 | $3,435-20.4% | $2,731+0.2% | $4,837-43.4% |
| Participant deferral / active EE | $7,590 | $5,180+46.5% | $4,487+69.1% | $6,341+19.7% |
| Admin fee / account holder | $26 | $10,618-99.8% | $7,964-99.7% | $12,309-99.8% |