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 | $188,278 | $124,319+51.4% | $111,297+69.2% | $167,490+12.4% |
| Participation rate | 92.3% | 79.6%+12.7pp | 77.3%+15.0pp | 82.1%+10.2pp |
| Annual return | 12.50% | 37.44%-24.9pp | 54.65%-42.2pp | 478.56%-466.1pp |
| Employer contribution / active EE | $9,355 | $3,435+172.3% | $2,731+242.5% | $4,837+93.4% |
| Participant deferral / active EE | $8,704 | $5,180+68.0% | $4,487+94.0% | $6,341+37.3% |
| Admin fee / account holder | $3 | $10,618-100.0% | $7,964-100.0% | $12,309-100.0% |