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 | $173,490 | $118,849+46.0% | $96,562+79.7% | $167,490+3.6% |
| Participation rate | 95.7% | 75.5%+20.2pp | 69.8%+25.8pp | 82.1%+13.5pp |
| Annual return | 8.65% | 50.49%-41.8pp | 37.78%-29.1pp | 478.56%-469.9pp |
| Employer contribution / active EE | $3,284 | $3,120+5.3% | $2,356+39.4% | $4,837-32.1% |
| Participant deferral / active EE | $7,368 | $4,616+59.6% | $3,849+91.4% | $6,341+16.2% |
| Admin fee / account holder | $25 | $8,065-99.7% | $6,181-99.6% | $12,309-99.8% |