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 | $152,800 | $100,970+51.3% | $96,576+58.2% | $137,256+11.3% |
| Participation rate | 90.9% | 82.6%+8.3pp | 81.4%+9.5pp | 80.0%+10.9pp |
| Annual return | 13.17% | 38.16%-25.0pp | 38.47%-25.3pp | 220.34%-207.2pp |
| Employer contribution / active EE | $2,350 | $3,809-38.3% | $3,553-33.8% | $4,156-43.4% |
| Participant deferral / active EE | $2,590 | $8,286-68.7% | $7,956-67.4% | $6,407-59.6% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |