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 | $238,425 | $116,175+105.2% | $93,606+154.7% | $152,861+56.0% |
| Participation rate | 83.3% | 78.0%+5.3pp | 75.8%+7.5pp | 82.4%+0.9pp |
| Annual return | 19.98% | 35.96%-16.0pp | 32.76%-12.8pp | 345.32%-325.3pp |
| Employer contribution / active EE | $2,063 | $3,218-35.9% | $2,718-24.1% | $4,762-56.7% |
| Participant deferral / active EE | $10,372 | $4,603+125.3% | $4,069+154.9% | $5,850+77.3% |
| Admin fee / account holder | $289 | $10,748-97.3% | $7,888-96.3% | $11,596-97.5% |