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 | $100,143 | $84,696+18.2% | $75,696+32.3% | $167,490-40.2% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.8%+5.2pp | 82.1%-2.1pp |
| Annual return | 21.69% | 199.36%-177.7pp | 104.53%-82.8pp | 478.56%-456.9pp |
| Employer contribution / active EE | $2,150 | $3,230-33.4% | $2,743-21.6% | $4,837-55.6% |
| Participant deferral / active EE | $7,610 | $4,580+66.2% | $3,821+99.1% | $6,341+20.0% |
| Admin fee / account holder | $17 | $5,355-99.7% | $3,619-99.5% | $12,309-99.9% |