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 | $167,448 | $105,181+59.2% | $159,436+5.0% | $85,850+95.0% |
| Participation rate | 82.8% | 75.8%+7.0pp | 82.8%-0.1pp | 69.3%+13.4pp |
| Annual return | 18.02% | 45.07%-27.1pp | 263.57%-245.6pp | 318.53%-300.5pp |
| Employer contribution / active EE | $6,897 | $3,318+107.8% | $4,829+42.8% | $2,565+168.9% |
| Participant deferral / active EE | $7,575 | $5,945+27.4% | $7,352+3.0% | $3,952+91.7% |
| Admin fee / account holder | $126 | $6,933-98.2% | $10,799-98.8% | $6,260-98.0% |