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 | $229,737 | $118,849+93.3% | $96,562+137.9% | $167,490+37.2% |
| Participation rate | 77.8% | 75.5%+2.3pp | 69.8%+8.0pp | 82.1%-4.3pp |
| Annual return | 13.47% | 50.49%-37.0pp | 37.78%-24.3pp | 478.56%-465.1pp |
| Employer contribution / active EE | $1,253 | $3,120-59.8% | $2,356-46.8% | $4,837-74.1% |
| Participant deferral / active EE | $7,154 | $4,616+55.0% | $3,849+85.9% | $6,341+12.8% |
| Admin fee / account holder | $7 | $8,065-99.9% | $6,181-99.9% | $12,309-99.9% |