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 | $239,903 | $124,281+93.0% | $109,143+119.8% | $167,490+43.2% |
| Participation rate | 90.5% | 79.4%+11.0pp | 75.9%+14.6pp | 82.1%+8.4pp |
| Annual return | 19.49% | 26.04%-6.5pp | 25.75%-6.3pp | 478.56%-459.1pp |
| Employer contribution / active EE | $2,771 | $4,207-34.2% | $3,722-25.6% | $4,837-42.7% |
| Participant deferral / active EE | $8,069 | $5,255+53.5% | $4,653+73.4% | $6,341+27.2% |
| Admin fee / account holder | $2 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |