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 | $240,775 | $109,817+119.3% | $98,442+144.6% | $167,490+43.8% |
| Participation rate | 90.9% | 75.8%+15.1pp | 73.3%+17.6pp | 82.1%+8.8pp |
| Annual return | 12.89% | 1956.69%-1943.8pp | 1492.73%-1479.8pp | 478.56%-465.7pp |
| Employer contribution / active EE | $4,349 | $3,224+34.9% | $2,960+47.0% | $4,837-10.1% |
| Participant deferral / active EE | $11,021 | $4,673+135.8% | $4,276+157.7% | $6,341+73.8% |
| Admin fee / account holder | $190 | $6,753-97.2% | $5,949-96.8% | $12,309-98.5% |