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 | $194,679 | $152,587+27.6% | $125,175+55.5% | $152,861+27.4% |
| Participation rate | 90.9% | 83.3%+7.6pp | 79.8%+11.1pp | 82.4%+8.5pp |
| Annual return | 23.79% | 54.84%-31.1pp | 43.79%-20.0pp | 345.32%-321.5pp |
| Employer contribution / active EE | $1,635 | $4,946-66.9% | $3,865-57.7% | $4,762-65.7% |
| Participant deferral / active EE | $8,098 | $5,868+38.0% | $4,937+64.0% | $5,850+38.4% |
| Admin fee / account holder | $209 | $13,434-98.4% | $9,702-97.8% | $11,596-98.2% |