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 | $238,431 | $103,376+130.6% | $87,100+173.7% | $152,861+56.0% |
| Participation rate | 71.4% | 79.3%-7.9pp | 76.9%-5.4pp | 82.4%-11.0pp |
| Annual return | 22.88% | 28.10%-5.2pp | 28.19%-5.3pp | 345.32%-322.4pp |
| Employer contribution / active EE | $1,205 | $3,220-62.6% | $2,521-52.2% | $4,762-74.7% |
| Participant deferral / active EE | $4,322 | $4,778-9.5% | $4,049+6.8% | $5,850-26.1% |
| Admin fee / account holder | $34 | $12,205-99.7% | $7,497-99.5% | $11,596-99.7% |