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 | $206,346 | $99,652+107.1% | $78,778+161.9% | $147,584+39.8% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.2%+5.8pp | 82.8%-7.8pp |
| Annual return | 17.76% | 47.28%-29.5pp | 35.62%-17.9pp | 578.55%-560.8pp |
| Employer contribution / active EE | $2,523 | $2,796-9.8% | $1,986+27.0% | $4,876-48.3% |
| Participant deferral / active EE | $11,278 | $3,664+207.8% | $2,958+281.2% | $5,439+107.4% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |