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 3-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 | $128,164 | $64,839+97.7% | $95,585+34.1% | $84,808+51.1% |
| Participation rate | 96.4% | 63.8%+32.6pp | 72.1%+24.4pp | 68.3%+28.1pp |
| Annual return | 14.94% | -670.96%+685.9pp | 38.56%-23.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $7,528 | $1,759+328.0% | $2,527+198.0% | $2,631+186.1% |
| Participant deferral / active EE | $9,200 | $2,965+210.3% | $4,023+128.7% | $4,212+118.4% |
| Admin fee / account holder | $115 | $5,964-98.1% | $6,127-98.1% | $7,344-98.4% |