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 | $140,357 | $77,419+81.3% | $69,455+102.1% | $152,861-8.2% |
| Participation rate | 95.5% | 78.1%+17.4pp | 74.6%+20.8pp | 82.4%+13.0pp |
| Annual return | 21.72% | 39.06%-17.3pp | 28.97%-7.2pp | 345.32%-323.6pp |
| Employer contribution / active EE | $12,608 | $3,315+280.3% | $2,779+353.7% | $4,762+164.7% |
| Participant deferral / active EE | $5,639 | $4,414+27.8% | $3,535+59.5% | $5,850-3.6% |
| Admin fee / account holder | $53 | $6,207-99.1% | $3,839-98.6% | $11,596-99.5% |