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 | $102,404 | $70,669+44.9% | $169,368-39.5% | $75,163+36.2% |
| Participation rate | 80.8% | 64.8%+16.0pp | 77.1%+3.6pp | 67.2%+13.6pp |
| Annual return | 14.75% | 36.36%-21.6pp | 405.60%-390.9pp | 160.62%-145.9pp |
| Employer contribution / active EE | $4,982 | $2,211+125.4% | $4,013+24.2% | $2,670+86.6% |
| Participant deferral / active EE | $10,652 | $4,311+147.1% | $6,221+71.2% | $4,125+158.2% |
| Admin fee / account holder | $5 | $5,402-99.9% | $9,003-99.9% | $5,651-99.9% |