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 | $198,839 | $127,065+56.5% | $113,168+75.7% | $142,382+39.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 12.70% | 24.03%-11.3pp | 24.27%-11.6pp | 217.08%-204.4pp |
| Employer contribution / active EE | $1,940 | $3,442-43.6% | $2,975-34.8% | $4,299-54.9% |
| Participant deferral / active EE | $2,425 | $5,716-57.6% | $5,107-52.5% | $6,507-62.7% |
| Admin fee / account holder | $40 | $15,736-99.7% | $12,068-99.7% | $12,624-99.7% |