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 | $187,055 | $107,934+73.3% | $91,989+103.3% | $152,861+22.4% |
| Participation rate | 71.4% | 81.2%-9.8pp | 78.6%-7.2pp | 82.4%-11.0pp |
| Annual return | 23.87% | 89.24%-65.4pp | 69.02%-45.2pp | 345.32%-321.4pp |
| Employer contribution / active EE | $3,550 | $4,210-15.7% | $3,452+2.8% | $4,762-25.5% |
| Participant deferral / active EE | $10,010 | $6,364+57.3% | $5,923+69.0% | $5,850+71.1% |
| Admin fee / account holder | $90 | $10,520-99.1% | $7,743-98.8% | $11,596-99.2% |