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 | $232,122 | $102,966+125.4% | $90,281+157.1% | $152,861+51.9% |
| Participation rate | 91.7% | 75.9%+15.8pp | 73.3%+18.4pp | 82.4%+9.2pp |
| Annual return | 23.42% | 95.16%-71.7pp | 78.10%-54.7pp | 345.32%-321.9pp |
| Employer contribution / active EE | $2,474 | $3,139-21.2% | $2,854-13.3% | $4,762-48.1% |
| Participant deferral / active EE | $12,540 | $4,281+192.9% | $3,885+222.7% | $5,850+114.4% |
| Admin fee / account holder | $69 | $6,171-98.9% | $5,351-98.7% | $11,596-99.4% |