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 | $118,880 | $78,672+51.1% | $109,143+8.9% | $85,850+38.5% |
| Participation rate | 97.1% | 68.3%+28.8pp | 75.9%+21.2pp | 69.3%+27.7pp |
| Annual return | 56.65% | 25.09%+31.6pp | 25.75%+30.9pp | 318.53%-261.9pp |
| Employer contribution / active EE | $2,206 | $2,735-19.3% | $3,722-40.7% | $2,565-14.0% |
| Participant deferral / active EE | $3,741 | $3,467+7.9% | $4,653-19.6% | $3,952-5.3% |
| Admin fee / account holder | $84 | $5,469-98.5% | $6,752-98.8% | $6,260-98.7% |