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 | $176,096 | $74,888+135.1% | $71,209+147.3% | $142,382+23.7% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 17.73% | 345.14%-327.4pp | 282.51%-264.8pp | 217.08%-199.3pp |
| Employer contribution / active EE | $2,862 | $2,854+0.3% | $2,721+5.2% | $4,299-33.4% |
| Participant deferral / active EE | $9,943 | $4,454+123.2% | $4,175+138.2% | $6,507+52.8% |
| Admin fee / account holder | $179 | $5,568-96.8% | $5,349-96.7% | $12,624-98.6% |