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 | $205,865 | $152,587+34.9% | $125,175+64.5% | $152,861+34.7% |
| Participation rate | 88.9% | 83.3%+5.6pp | 79.8%+9.1pp | 82.4%+6.4pp |
| Annual return | 10.60% | 54.84%-44.2pp | 43.79%-33.2pp | 345.32%-334.7pp |
| Employer contribution / active EE | $2,550 | $4,946-48.4% | $3,865-34.0% | $4,762-46.4% |
| Participant deferral / active EE | $7,586 | $5,868+29.3% | $4,937+53.7% | $5,850+29.7% |
| Admin fee / account holder | $164 | $13,434-98.8% | $9,702-98.3% | $11,596-98.6% |