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 | $176,820 | $109,817+61.0% | $98,442+79.6% | $167,490+5.6% |
| Participation rate | 80.0% | 75.8%+4.2pp | 73.3%+6.7pp | 82.1%-2.1pp |
| Annual return | 11.88% | 1956.69%-1944.8pp | 1492.73%-1480.8pp | 478.56%-466.7pp |
| Employer contribution / active EE | $636 | $3,224-80.3% | $2,960-78.5% | $4,837-86.9% |
| Participant deferral / active EE | $2,244 | $4,673-52.0% | $4,276-47.5% | $6,341-64.6% |
| Admin fee / account holder | $53 | $6,753-99.2% | $5,949-99.1% | $12,309-99.6% |