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 7-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 | $186,026 | $124,425+49.5% | $112,040+66.0% | $137,256+35.5% |
| Participation rate | 88.2% | 79.3%+8.9pp | 76.5%+11.7pp | 80.0%+8.3pp |
| Annual return | 20.55% | 24.72%-4.2pp | 24.52%-4.0pp | 220.34%-199.8pp |
| Employer contribution / active EE | $19,600 | $3,411+474.5% | $2,954+563.5% | $4,156+371.6% |
| Participant deferral / active EE | $10,312 | $5,718+80.3% | $5,098+102.3% | $6,407+60.9% |
| Admin fee / account holder | $190 | $15,207-98.7% | $12,098-98.4% | $12,270-98.5% |