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 | $85,248 | $74,888+13.8% | $71,209+19.7% | $142,382-40.1% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 16.36% | 345.14%-328.8pp | 282.51%-266.2pp | 217.08%-200.7pp |
| Employer contribution / active EE | $1,650 | $2,854-42.2% | $2,721-39.4% | $4,299-61.6% |
| Participant deferral / active EE | $5,502 | $4,454+23.5% | $4,175+31.8% | $6,507-15.5% |
| Admin fee / account holder | $26 | $5,568-99.5% | $5,349-99.5% | $12,624-99.8% |