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 | $172,683 | $104,664+65.0% | $85,682+101.5% | $167,490+3.1% |
| Participation rate | 77.8% | 76.4%+1.4pp | 69.9%+7.9pp | 82.1%-4.3pp |
| Annual return | 15.10% | 21.45%-6.3pp | 21.49%-6.4pp | 478.56%-463.5pp |
| Employer contribution / active EE | $2,628 | $3,337-21.2% | $2,618+0.4% | $4,837-45.7% |
| Participant deferral / active EE | $4,240 | $4,824-12.1% | $3,923+8.1% | $6,341-33.1% |
| Admin fee / account holder | $8 | $10,032-99.9% | $6,873-99.9% | $12,309-99.9% |