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 | $195,186 | $127,065+53.6% | $113,168+72.5% | $142,382+37.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 68.71% | 24.03%+44.7pp | 24.27%+44.4pp | 217.08%-148.4pp |
| Employer contribution / active EE | $2,288 | $3,442-33.5% | $2,975-23.1% | $4,299-46.8% |
| Participant deferral / active EE | $4,400 | $5,716-23.0% | $5,107-13.8% | $6,507-32.4% |
| Admin fee / account holder | $20 | $15,736-99.9% | $12,068-99.8% | $12,624-99.8% |