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 | $142,648 | $107,334+32.9% | $92,893+53.6% | $152,861-6.7% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.4%-2.4pp |
| Annual return | 22.92% | 145.58%-122.7pp | 109.41%-86.5pp | 345.32%-322.4pp |
| Employer contribution / active EE | $1,823 | $4,221-56.8% | $3,653-50.1% | $4,762-61.7% |
| Participant deferral / active EE | $6,872 | $4,845+41.9% | $4,236+62.2% | $5,850+17.5% |
| Admin fee / account holder | $91 | $7,079-98.7% | $5,794-98.4% | $11,596-99.2% |