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 | $165,415 | $103,376+60.0% | $87,100+89.9% | $152,861+8.2% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.9%-1.9pp | 82.4%-7.4pp |
| Annual return | 16.84% | 28.10%-11.3pp | 28.19%-11.4pp | 345.32%-328.5pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,292 | $4,778+31.7% | $4,049+55.4% | $5,850+7.5% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |