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 | $178,568 | $123,793+44.2% | $177,821+0.4% | $79,858+123.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 15.97% | 22.82%-6.9pp | 48.32%-32.4pp | 31.71%-15.7pp |
| Employer contribution / active EE | $6,452 | $4,095+57.5% | $5,918+9.0% | $2,471+161.1% |
| Participant deferral / active EE | $5,936 | $5,956-0.3% | $7,714-23.0% | $3,740+58.7% |
| Admin fee / account holder | $33 | $7,243-99.5% | $12,427-99.7% | $5,306-99.4% |