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 | $209,332 | $117,381+78.3% | $99,443+110.5% | $152,861+36.9% |
| Participation rate | 90.0% | 77.5%+12.5pp | 73.8%+16.2pp | 82.4%+7.6pp |
| Annual return | 20.98% | 31.87%-10.9pp | 30.72%-9.7pp | 345.32%-324.3pp |
| Employer contribution / active EE | $4,749 | $3,013+57.6% | $2,540+87.0% | $4,762-0.3% |
| Participant deferral / active EE | $2,246 | $4,086-45.0% | $3,619-37.9% | $5,850-61.6% |
| Admin fee / account holder | $184 | $7,631-97.6% | $6,250-97.1% | $11,596-98.4% |