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 | $155,365 | $103,376+50.3% | $87,100+78.4% | $152,861+1.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 19.43% | 28.10%-8.7pp | 28.19%-8.8pp | 345.32%-325.9pp |
| Employer contribution / active EE | $4,066 | $3,220+26.3% | $2,521+61.3% | $4,762-14.6% |
| Participant deferral / active EE | $4,969 | $4,778+4.0% | $4,049+22.7% | $5,850-15.1% |
| Admin fee / account holder | $153 | $12,205-98.7% | $7,497-98.0% | $11,596-98.7% |