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 | $212,857 | $148,534+43.3% | $135,903+56.6% | $139,434+52.7% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 19.31% | 79.19%-59.9pp | 68.23%-48.9pp | 372.94%-353.6pp |
| Employer contribution / active EE | $8,379 | $5,243+59.8% | $4,856+72.5% | $4,751+76.4% |
| Participant deferral / active EE | $19,974 | $8,100+146.6% | $7,758+157.5% | $6,710+197.7% |
| Admin fee / account holder | $18 | $12,400-99.9% | $10,762-99.8% | $11,403-99.8% |