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 | $156,889 | $101,069+55.2% | $81,478+92.6% | $147,584+6.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 20.90% | 32.40%-11.5pp | 38.78%-17.9pp | 578.55%-557.6pp |
| Employer contribution / active EE | $5,582 | $3,205+74.2% | $2,568+117.4% | $4,876+14.5% |
| Participant deferral / active EE | $13,178 | $4,242+210.7% | $3,537+272.6% | $5,439+142.3% |
| Admin fee / account holder | $240 | $5,812-95.9% | $4,561-94.7% | $10,885-97.8% |