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 | $185,899 | $118,849+56.4% | $96,562+92.5% | $167,490+11.0% |
| Participation rate | 86.7% | 75.5%+11.2pp | 69.8%+16.9pp | 82.1%+4.6pp |
| Annual return | 13.25% | 50.49%-37.2pp | 37.78%-24.5pp | 478.56%-465.3pp |
| Employer contribution / active EE | $2,083 | $3,120-33.2% | $2,356-11.6% | $4,837-56.9% |
| Participant deferral / active EE | $4,183 | $4,616-9.4% | $3,849+8.7% | $6,341-34.0% |
| Admin fee / account holder | $187 | $8,065-97.7% | $6,181-97.0% | $12,309-98.5% |