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 | $168,472 | $107,452+56.8% | $91,541+84.0% | $142,382+18.3% |
| Participation rate | 89.5% | 75.1%+14.4pp | 69.8%+19.7pp | 80.1%+9.4pp |
| Annual return | 14.41% | 22.06%-7.6pp | 20.50%-6.1pp | 217.08%-202.7pp |
| Employer contribution / active EE | $6,392 | $2,994+113.5% | $2,505+155.2% | $4,299+48.7% |
| Participant deferral / active EE | $8,118 | $4,754+70.7% | $4,008+102.5% | $6,507+24.7% |
| Admin fee / account holder | $32 | $8,834-99.6% | $6,956-99.5% | $12,624-99.7% |