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 | $168,183 | $68,346+146.1% | $94,646+77.7% | $75,163+123.8% |
| Participation rate | 74.1% | 76.1%-2.0pp | 80.8%-6.8pp | 67.2%+6.9pp |
| Annual return | 25.14% | 616.93%-591.8pp | 156.71%-131.6pp | 160.62%-135.5pp |
| Employer contribution / active EE | $3,689 | $2,701+36.6% | $3,672+0.4% | $2,670+38.2% |
| Participant deferral / active EE | $8,765 | $6,537+34.1% | $7,418+18.2% | $4,125+112.5% |
| Admin fee / account holder | $15 | $5,326-99.7% | $7,231-99.8% | $5,651-99.7% |