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 | $215,795 | $113,339+90.4% | $94,993+127.2% | $147,584+46.2% |
| Participation rate | 93.8% | 78.0%+15.8pp | 73.9%+19.9pp | 82.8%+10.9pp |
| Annual return | 21.29% | 20.77%+0.5pp | 27.12%-5.8pp | 578.55%-557.3pp |
| Employer contribution / active EE | $4,652 | $3,160+47.2% | $2,603+78.7% | $4,876-4.6% |
| Participant deferral / active EE | $1,937 | $3,777-48.7% | $3,317-41.6% | $5,439-64.4% |
| Admin fee / account holder | $235 | $6,063-96.1% | $4,960-95.3% | $10,885-97.8% |