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 | $183,505 | $114,381+60.4% | $107,525+70.7% | $142,382+28.9% |
| Participation rate | 91.7% | 78.1%+13.5pp | 75.1%+16.6pp | 80.1%+11.5pp |
| Annual return | 18.26% | 242.71%-224.5pp | 181.32%-163.1pp | 217.08%-198.8pp |
| Employer contribution / active EE | $3,133 | $4,015-22.0% | $3,754-16.5% | $4,299-27.1% |
| Participant deferral / active EE | $8,547 | $5,564+53.6% | $5,116+67.1% | $6,507+31.3% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |