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 | $234,041 | $105,859+121.1% | $90,160+159.6% | $147,584+58.6% |
| Participation rate | 88.2% | 79.7%+8.5pp | 76.9%+11.4pp | 82.8%+5.4pp |
| Annual return | 21.64% | 37.63%-16.0pp | 34.88%-13.2pp | 578.55%-556.9pp |
| Employer contribution / active EE | $5,017 | $4,126+21.6% | $3,318+51.2% | $4,876+2.9% |
| Participant deferral / active EE | $10,386 | $5,733+81.2% | $5,288+96.4% | $5,439+91.0% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |