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 | $194,204 | $112,881+72.0% | $90,951+113.5% | $158,922+22.2% |
| Participation rate | 90.5% | 74.7%+15.7pp | 69.0%+21.5pp | 82.0%+8.5pp |
| Annual return | 16.29% | 215.79%-199.5pp | 134.60%-118.3pp | 302.83%-286.5pp |
| Employer contribution / active EE | $13,796 | $2,893+376.9% | $2,122+550.2% | $4,761+189.8% |
| Participant deferral / active EE | $4,445 | $4,128+7.7% | $3,373+31.8% | $5,982-25.7% |
| Admin fee / account holder | $74 | $8,041-99.1% | $5,959-98.8% | $11,246-99.3% |