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 | $141,853 | $99,877+42.0% | $84,966+67.0% | $145,922-2.8% |
| Participation rate | 94.1% | 74.1%+20.0pp | 67.5%+26.6pp | 80.3%+13.8pp |
| Annual return | 14.52% | 83.76%-69.2pp | 66.38%-51.9pp | 561.29%-546.8pp |
| Employer contribution / active EE | $18,209 | $3,231+463.5% | $2,727+567.7% | $4,660+290.8% |
| Participant deferral / active EE | $18,322 | $5,291+246.3% | $4,519+305.4% | $6,688+174.0% |
| Admin fee / account holder | $175 | $7,248-97.6% | $6,149-97.2% | $13,397-98.7% |