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 | $218,165 | $180,749+20.7% | $160,784+35.7% | $137,256+58.9% |
| Participation rate | 87.5% | 80.0%+7.5pp | 77.0%+10.5pp | 80.0%+7.5pp |
| Annual return | 13.64% | 2234.46%-2220.8pp | 1803.92%-1790.3pp | 220.34%-206.7pp |
| Employer contribution / active EE | $3,135 | $4,155-24.5% | $3,733-16.0% | $4,156-24.6% |
| Participant deferral / active EE | $10,876 | $6,844+58.9% | $6,293+72.8% | $6,407+69.8% |
| Admin fee / account holder | $38 | $10,397-99.6% | $9,717-99.6% | $12,270-99.7% |