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 | $158,039 | $99,020+59.6% | $86,590+82.5% | $147,584+7.1% |
| Participation rate | 92.3% | 76.3%+16.0pp | 73.5%+18.8pp | 82.8%+9.5pp |
| Annual return | 18.95% | 1312.34%-1293.4pp | 964.84%-945.9pp | 578.55%-559.6pp |
| Employer contribution / active EE | $9,383 | $3,132+199.6% | $2,839+230.5% | $4,876+92.4% |
| Participant deferral / active EE | $13,088 | $3,972+229.5% | $3,609+262.7% | $5,439+140.6% |
| Admin fee / account holder | $153 | $5,710-97.3% | $4,906-96.9% | $10,885-98.6% |