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 | $242,036 | $93,346+159.3% | $71,796+237.1% | $273,961-11.7% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.1%+10.9pp | 83.0%-3.0pp |
| Annual return | 7.23% | 130.39%-123.2pp | 78.04%-70.8pp | 41.45%-34.2pp |
| Employer contribution / active EE | $2,618 | $2,733-4.2% | $1,924+36.0% | $4,869-46.2% |
| Participant deferral / active EE | $8,978 | $3,475+158.3% | $2,794+221.3% | $5,287+69.8% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |