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 | $237,972 | $113,339+110.0% | $94,993+150.5% | $147,584+61.2% |
| Participation rate | 92.3% | 78.0%+14.3pp | 73.9%+18.4pp | 82.8%+9.5pp |
| Annual return | 12.58% | 20.77%-8.2pp | 27.12%-14.5pp | 578.55%-566.0pp |
| Employer contribution / active EE | $6,172 | $3,160+95.3% | $2,603+137.1% | $4,876+26.6% |
| Participant deferral / active EE | $5,335 | $3,777+41.2% | $3,317+60.8% | $5,439-1.9% |
| Admin fee / account holder | $29 | $6,063-99.5% | $4,960-99.4% | $10,885-99.7% |