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 | $165,137 | $107,334+53.9% | $92,893+77.8% | $152,861+8.0% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.4%+6.4pp |
| Annual return | 19.66% | 145.58%-125.9pp | 109.41%-89.8pp | 345.32%-325.7pp |
| Employer contribution / active EE | $4,092 | $4,221-3.0% | $3,653+12.0% | $4,762-14.1% |
| Participant deferral / active EE | $8,163 | $4,845+68.5% | $4,236+92.7% | $5,850+39.5% |
| Admin fee / account holder | $11 | $7,079-99.8% | $5,794-99.8% | $11,596-99.9% |