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 | $199,982 | $118,849+68.3% | $96,562+107.1% | $167,490+19.4% |
| Participation rate | 71.4% | 75.5%-4.0pp | 69.8%+1.6pp | 82.1%-10.7pp |
| Annual return | 18.67% | 50.49%-31.8pp | 37.78%-19.1pp | 478.56%-459.9pp |
| Employer contribution / active EE | $2,239 | $3,120-28.2% | $2,356-5.0% | $4,837-53.7% |
| Participant deferral / active EE | $11,761 | $4,616+154.8% | $3,849+205.6% | $6,341+85.5% |
| Admin fee / account holder | $24 | $8,065-99.7% | $6,181-99.6% | $12,309-99.8% |