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 | $194,162 | $140,588+38.1% | $123,104+57.7% | $125,391+54.8% |
| Participation rate | 75.0% | 88.2%-13.2pp | 86.8%-11.8pp | 83.2%-8.2pp |
| Annual return | 0.68% | 16.80%-16.1pp | 13.22%-12.5pp | 282.22%-281.5pp |
| Employer contribution / active EE | $3,007 | $6,041-50.2% | $5,151-41.6% | $4,866-38.2% |
| Participant deferral / active EE | $11,097 | $6,980+59.0% | $6,230+78.1% | $5,352+107.4% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |