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 | $193,444 | $104,974+84.3% | $95,585+102.4% | $142,382+35.9% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.1%+7.9pp | 80.1%-0.1pp |
| Annual return | 14.81% | 210.33%-195.5pp | 38.56%-23.8pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,989 | $2,779+7.6% | $2,527+18.3% | $4,299-30.5% |
| Participant deferral / active EE | $10,703 | $4,352+145.9% | $4,023+166.1% | $6,507+64.5% |
| Admin fee / account holder | $30 | $6,386-99.5% | $6,127-99.5% | $12,624-99.8% |