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 | $220,763 | $152,587+44.7% | $125,175+76.4% | $152,861+44.4% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.4%-2.4pp |
| Annual return | 23.68% | 54.84%-31.2pp | 43.79%-20.1pp | 345.32%-321.6pp |
| Employer contribution / active EE | $8,864 | $4,946+79.2% | $3,865+129.3% | $4,762+86.1% |
| Participant deferral / active EE | $12,092 | $5,868+106.1% | $4,937+144.9% | $5,850+106.7% |
| Admin fee / account holder | $71 | $13,434-99.5% | $9,702-99.3% | $11,596-99.4% |