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 | $172,746 | $115,770+49.2% | $101,248+70.6% | $158,922+8.7% |
| Participation rate | 91.7% | 79.4%+12.3pp | 75.8%+15.9pp | 82.0%+9.7pp |
| Annual return | 8.02% | 56.14%-48.1pp | 46.47%-38.5pp | 302.83%-294.8pp |
| Employer contribution / active EE | $4,425 | $4,175+6.0% | $3,660+20.9% | $4,761-7.1% |
| Participant deferral / active EE | $5,996 | $4,957+21.0% | $4,370+37.2% | $5,982+0.2% |
| Admin fee / account holder | $229 | $7,245-96.8% | $5,945-96.1% | $11,246-98.0% |