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 | $150,909 | $98,750+52.8% | $149,696+0.8% | $79,858+89.0% |
| Participation rate | 82.2% | 75.8%+6.4pp | 82.5%-0.3pp | 69.6%+12.6pp |
| Annual return | 22.44% | 27.43%-5.0pp | 276.60%-254.2pp | 31.71%-9.3pp |
| Employer contribution / active EE | $3,740 | $3,216+16.3% | $4,644-19.5% | $2,471+51.4% |
| Participant deferral / active EE | $9,949 | $5,680+75.2% | $6,842+45.4% | $3,740+166.0% |
| Admin fee / account holder | $24 | $6,053-99.6% | $9,309-99.7% | $5,306-99.6% |