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 | $236,207 | $107,452+119.8% | $91,541+158.0% | $142,382+65.9% |
| Participation rate | 87.5% | 75.1%+12.4pp | 69.8%+17.7pp | 80.1%+7.4pp |
| Annual return | 33.66% | 22.06%+11.6pp | 20.50%+13.2pp | 217.08%-183.4pp |
| Employer contribution / active EE | $2,376 | $2,994-20.6% | $2,505-5.1% | $4,299-44.7% |
| Participant deferral / active EE | $13,493 | $4,754+183.8% | $4,008+236.7% | $6,507+107.4% |
| Admin fee / account holder | $0 | $8,834-100.0% | $6,956-100.0% | $12,624-100.0% |