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 | $164,438 | $74,888+119.6% | $71,209+130.9% | $142,382+15.5% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 17.72% | 345.14%-327.4pp | 282.51%-264.8pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,800 | $2,854-1.9% | $2,721+2.9% | $4,299-34.9% |
| Participant deferral / active EE | $5,649 | $4,454+26.8% | $4,175+35.3% | $6,507-13.2% |
| Admin fee / account holder | $40 | $5,568-99.3% | $5,349-99.3% | $12,624-99.7% |