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 | $177,030 | $117,983+50.0% | $101,794+73.9% | $142,382+24.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 15.14% | 36.92%-21.8pp | 30.53%-15.4pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,904 | $2,773-31.3% | $2,289-16.8% | $4,299-55.7% |
| Participant deferral / active EE | $4,408 | $4,714-6.5% | $4,084+7.9% | $6,507-32.3% |
| Admin fee / account holder | $6 | $10,433-99.9% | $8,777-99.9% | $12,624-100.0% |