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 | $177,257 | $85,766+106.7% | $136,294+30.1% | $70,131+152.8% |
| Participation rate | 80.6% | 74.2%+6.4pp | 81.9%-1.4pp | 69.5%+11.0pp |
| Annual return | 23.23% | 31.45%-8.2pp | 5155.94%-5132.7pp | 73.14%-49.9pp |
| Employer contribution / active EE | $2,343 | $2,966-21.0% | $4,695-50.1% | $2,3420% |
| Participant deferral / active EE | $5,184 | $5,051+2.6% | $6,247-17.0% | $3,332+55.6% |
| Admin fee / account holder | $58 | $5,420-98.9% | $9,243-99.4% | $4,645-98.8% |