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 | $241,872 | $154,228+56.8% | $145,433+66.3% | $137,256+76.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.27% | 74.59%-60.3pp | 66.58%-52.3pp | 220.34%-206.1pp |
| Employer contribution / active EE | $3,311 | $4,804-31.1% | $4,554-27.3% | $4,156-20.3% |
| Participant deferral / active EE | $17,293 | $8,216+110.5% | $7,897+119.0% | $6,407+169.9% |
| Admin fee / account holder | $146 | $14,344-99.0% | $13,129-98.9% | $12,270-98.8% |