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 4-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 | $170,136 | $108,912+56.2% | $100,383+69.5% | $145,959+16.6% |
| Participation rate | 84.6% | 83.0%+1.7pp | 81.5%+3.1pp | 80.3%+4.3pp |
| Annual return | 19.38% | 57.96%-38.6pp | 49.26%-29.9pp | 561.95%-542.6pp |
| Employer contribution / active EE | $10,944 | $4,423+147.4% | $3,944+177.5% | $4,661+134.8% |
| Participant deferral / active EE | $16,644 | $8,451+96.9% | $8,086+105.8% | $6,689+148.8% |
| Admin fee / account holder | $298 | $9,690-96.9% | $7,900-96.2% | $13,398-97.8% |