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 | $143,841 | $74,888+92.1% | $71,209+102.0% | $142,382+1.0% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 13.65% | 345.14%-331.5pp | 282.51%-268.9pp | 217.08%-203.4pp |
| Employer contribution / active EE | $2,243 | $2,854-21.4% | $2,721-17.6% | $4,299-47.8% |
| Participant deferral / active EE | $7,192 | $4,454+61.4% | $4,175+72.2% | $6,507+10.5% |
| Admin fee / account holder | $260 | $5,568-95.3% | $5,349-95.1% | $12,624-97.9% |