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 | $223,084 | $111,814+99.5% | $103,374+115.8% | $145,959+52.8% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 18.51% | 24.77%-6.3pp | 24.89%-6.4pp | 561.95%-543.4pp |
| Employer contribution / active EE | $2,266 | $4,214-46.2% | $3,869-41.4% | $4,661-51.4% |
| Participant deferral / active EE | $2,672 | $5,618-52.4% | $5,058-47.2% | $6,689-60.1% |
| Admin fee / account holder | $111 | $9,754-98.9% | $8,394-98.7% | $13,398-99.2% |