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 | $153,312 | $99,921+53.4% | $85,009+80.3% | $145,959+5.0% |
| Participation rate | 90.9% | 74.1%+16.8pp | 67.5%+23.4pp | 80.3%+10.6pp |
| Annual return | 17.22% | 83.89%-66.7pp | 66.47%-49.2pp | 561.95%-544.7pp |
| Employer contribution / active EE | $9,334 | $3,233+188.7% | $2,728+242.1% | $4,661+100.3% |
| Participant deferral / active EE | $16,892 | $5,293+219.1% | $4,522+273.6% | $6,689+152.5% |
| Admin fee / account holder | $0 | $7,252-100.0% | $6,153-100.0% | $13,398-100.0% |