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 | $171,673 | $152,587+12.5% | $125,175+37.1% | $152,861+12.3% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.4%-2.4pp |
| Annual return | 23.94% | 54.84%-30.9pp | 43.79%-19.8pp | 345.32%-321.4pp |
| Employer contribution / active EE | $2,230 | $4,946-54.9% | $3,865-42.3% | $4,762-53.2% |
| Participant deferral / active EE | $4,317 | $5,868-26.4% | $4,937-12.6% | $5,850-26.2% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |