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 | $158,707 | $124,281+27.7% | $109,143+45.4% | $167,490-5.2% |
| Participation rate | 95.0% | 79.4%+15.6pp | 75.9%+19.1pp | 82.1%+12.9pp |
| Annual return | 20.85% | 26.04%-5.2pp | 25.75%-4.9pp | 478.56%-457.7pp |
| Employer contribution / active EE | $8,510 | $4,207+102.3% | $3,722+128.7% | $4,837+75.9% |
| Participant deferral / active EE | $5,454 | $5,255+3.8% | $4,653+17.2% | $6,341-14.0% |
| Admin fee / account holder | $4 | $7,970-99.9% | $6,752-99.9% | $12,309-100.0% |