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 | $187,484 | $124,281+50.9% | $109,143+71.8% | $167,490+11.9% |
| Participation rate | 81.3% | 79.4%+1.8pp | 75.9%+5.4pp | 82.1%-0.9pp |
| Annual return | 16.51% | 26.04%-9.5pp | 25.75%-9.2pp | 478.56%-462.0pp |
| Employer contribution / active EE | $3,034 | $4,207-27.9% | $3,722-18.5% | $4,837-37.3% |
| Participant deferral / active EE | $11,533 | $5,255+119.5% | $4,653+147.9% | $6,341+81.9% |
| Admin fee / account holder | $26 | $7,970-99.7% | $6,752-99.6% | $12,309-99.8% |