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 | $176,735 | $104,664+68.9% | $85,682+106.3% | $167,490+5.5% |
| Participation rate | 80.0% | 76.4%+3.6pp | 69.9%+10.1pp | 82.1%-2.1pp |
| Annual return | 11.83% | 21.45%-9.6pp | 21.49%-9.7pp | 478.56%-466.7pp |
| Employer contribution / active EE | $0 | $3,337-100.0% | $2,618-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $15,600 | $4,824+223.4% | $3,923+297.7% | $6,341+146.0% |
| Admin fee / account holder | $31 | $10,032-99.7% | $6,873-99.5% | $12,309-99.7% |