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 | $170,786 | $100,970+69.1% | $96,576+76.8% | $137,256+24.4% |
| Participation rate | 75.0% | 82.6%-7.6pp | 81.4%-6.4pp | 80.0%-5.0pp |
| Annual return | 18.93% | 38.16%-19.2pp | 38.47%-19.5pp | 220.34%-201.4pp |
| Employer contribution / active EE | $4,601 | $3,809+20.8% | $3,553+29.5% | $4,156+10.7% |
| Participant deferral / active EE | $7,238 | $8,286-12.7% | $7,956-9.0% | $6,407+13.0% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |