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 | $173,646 | $149,040+16.5% | $120,225+44.4% | $137,256+26.5% |
| Participation rate | 87.5% | 75.4%+12.1pp | 69.6%+17.9pp | 80.0%+7.5pp |
| Annual return | 19.21% | 605.68%-586.5pp | 439.23%-420.0pp | 220.34%-201.1pp |
| Employer contribution / active EE | $3,410 | $4,350-21.6% | $3,475-1.9% | $4,156-18.0% |
| Participant deferral / active EE | $7,143 | $4,655+53.5% | $3,999+78.6% | $6,407+11.5% |
| Admin fee / account holder | $13 | $6,348-99.8% | $5,696-99.8% | $12,270-99.9% |