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 | $224,615 | $106,515+110.9% | $96,683+132.3% | $139,434+61.1% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 26.38% | 38.43%-12.0pp | 35.69%-9.3pp | 372.94%-346.6pp |
| Employer contribution / active EE | $2,483 | $4,103-39.5% | $3,737-33.6% | $4,751-47.7% |
| Participant deferral / active EE | $9,797 | $5,454+79.6% | $4,878+100.8% | $6,710+46.0% |
| Admin fee / account holder | $292 | $7,877-96.3% | $6,730-95.7% | $11,403-97.4% |