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 | $176,482 | $124,281+42.0% | $109,143+61.7% | $167,490+5.4% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.9%+14.1pp | 82.1%+7.9pp |
| Annual return | 17.01% | 26.04%-9.0pp | 25.75%-8.7pp | 478.56%-461.6pp |
| Employer contribution / active EE | $3,518 | $4,207-16.4% | $3,722-5.5% | $4,837-27.3% |
| Participant deferral / active EE | $7,969 | $5,255+51.6% | $4,653+71.3% | $6,341+25.7% |
| Admin fee / account holder | $58 | $7,970-99.3% | $6,752-99.1% | $12,309-99.5% |