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 | $185,517 | $127,777+45.2% | $106,548+74.1% | $167,490+10.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 11.54% | 33.87%-22.3pp | 26.80%-15.3pp | 478.56%-467.0pp |
| Employer contribution / active EE | $4,645 | $3,427+35.6% | $2,819+64.8% | $4,837-4.0% |
| Participant deferral / active EE | $8,019 | $5,087+57.6% | $4,398+82.3% | $6,341+26.5% |
| Admin fee / account holder | $15 | $11,228-99.9% | $7,407-99.8% | $12,309-99.9% |