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 | $228,222 | $91,037+150.7% | $71,671+218.4% | $147,584+54.6% |
| Participation rate | 81.8% | 76.1%+5.7pp | 68.7%+13.1pp | 82.8%-1.0pp |
| Annual return | 17.81% | 20.48%-2.7pp | 20.65%-2.8pp | 578.55%-560.7pp |
| Employer contribution / active EE | $1,934 | $3,327-41.9% | $2,460-21.4% | $4,876-60.3% |
| Participant deferral / active EE | $3,978 | $4,498-11.6% | $3,438+15.7% | $5,439-26.9% |
| Admin fee / account holder | $38 | $8,613-99.6% | $5,558-99.3% | $10,885-99.6% |