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 | $218,196 | $99,877+118.5% | $84,966+156.8% | $145,922+49.5% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.1pp |
| Annual return | 14.85% | 83.76%-68.9pp | 66.38%-51.5pp | 561.29%-546.4pp |
| Employer contribution / active EE | $1,661 | $3,231-48.6% | $2,727-39.1% | $4,660-64.4% |
| Participant deferral / active EE | $3,912 | $5,291-26.1% | $4,519-13.4% | $6,688-41.5% |
| Admin fee / account holder | $217 | $7,248-97.0% | $6,149-96.5% | $13,397-98.4% |