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 | $184,779 | $140,940+31.1% | $112,229+64.6% | $139,434+32.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 24.05% | 32.71%-8.7pp | 30.20%-6.1pp | 372.94%-348.9pp |
| Employer contribution / active EE | $1,544 | $4,283-64.0% | $3,430-55.0% | $4,751-67.5% |
| Participant deferral / active EE | $18,234 | $5,874+210.4% | $4,798+280.0% | $6,710+171.7% |
| Admin fee / account holder | $20 | $9,954-99.8% | $7,748-99.7% | $11,403-99.8% |