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 | $230,019 | $101,069+127.6% | $81,478+182.3% | $147,584+55.9% |
| Participation rate | 90.9% | 74.5%+16.5pp | 68.0%+23.0pp | 82.8%+8.1pp |
| Annual return | 16.79% | 32.40%-15.6pp | 38.78%-22.0pp | 578.55%-561.8pp |
| Employer contribution / active EE | $6,897 | $3,205+115.2% | $2,568+168.6% | $4,876+41.4% |
| Participant deferral / active EE | $14,060 | $4,242+231.5% | $3,537+297.6% | $5,439+158.5% |
| Admin fee / account holder | $44 | $5,812-99.2% | $4,561-99.0% | $10,885-99.6% |