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 | $180,529 | $127,065+42.1% | $113,168+59.5% | $142,382+26.8% |
| Participation rate | 87.0% | 79.2%+7.8pp | 76.6%+10.4pp | 80.1%+6.8pp |
| Annual return | 16.56% | 24.03%-7.5pp | 24.27%-7.7pp | 217.08%-200.5pp |
| Employer contribution / active EE | $3,304 | $3,442-4.0% | $2,975+11.0% | $4,299-23.2% |
| Participant deferral / active EE | $8,741 | $5,716+52.9% | $5,107+71.2% | $6,507+34.3% |
| Admin fee / account holder | $271 | $15,736-98.3% | $12,068-97.8% | $12,624-97.9% |