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 | $146,925 | $61,774+137.8% | $97,226+51.1% | $80,856+81.7% |
| Participation rate | 84.0% | 63.5%+20.5pp | 72.7%+11.3pp | 67.6%+16.4pp |
| Annual return | 17.20% | -557.90%+575.1pp | 75.13%-57.9pp | 35.59%-18.4pp |
| Employer contribution / active EE | $2,240 | $1,837+22.0% | $2,729-17.9% | $2,755-18.7% |
| Participant deferral / active EE | $2,517 | $3,029-16.9% | $4,264-41.0% | $4,296-41.4% |
| Admin fee / account holder | $3 | $5,166-99.9% | $5,654-100.0% | $6,918-100.0% |