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 | $244,463 | $107,334+127.8% | $92,893+163.2% | $152,861+59.9% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.4%+0.9pp |
| Annual return | 27.54% | 145.58%-118.0pp | 109.41%-81.9pp | 345.32%-317.8pp |
| Employer contribution / active EE | $2,020 | $4,221-52.2% | $3,653-44.7% | $4,762-57.6% |
| Participant deferral / active EE | $10,509 | $4,845+116.9% | $4,236+148.1% | $5,850+79.6% |
| Admin fee / account holder | $75 | $7,079-98.9% | $5,794-98.7% | $11,596-99.4% |