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 | $225,810 | $118,849+90.0% | $96,562+133.8% | $167,490+34.8% |
| Participation rate | 85.7% | 75.5%+10.2pp | 69.8%+15.9pp | 82.1%+3.6pp |
| Annual return | 17.05% | 50.49%-33.4pp | 37.78%-20.7pp | 478.56%-461.5pp |
| Employer contribution / active EE | $1,278 | $3,120-59.0% | $2,356-45.8% | $4,837-73.6% |
| Participant deferral / active EE | $2,245 | $4,616-51.4% | $3,849-41.7% | $6,341-64.6% |
| Admin fee / account holder | $186 | $8,065-97.7% | $6,181-97.0% | $12,309-98.5% |