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 | $179,752 | $74,888+140.0% | $71,209+152.4% | $142,382+26.2% |
| Participation rate | 84.6% | 76.2%+8.4pp | 73.8%+10.9pp | 80.1%+4.5pp |
| Annual return | 20.44% | 345.14%-324.7pp | 282.51%-262.1pp | 217.08%-196.6pp |
| Employer contribution / active EE | $3,173 | $2,854+11.2% | $2,721+16.6% | $4,299-26.2% |
| Participant deferral / active EE | $8,863 | $4,454+99.0% | $4,175+112.3% | $6,507+36.2% |
| Admin fee / account holder | $260 | $5,568-95.3% | $5,349-95.1% | $12,624-97.9% |