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 | $173,122 | $85,790+101.8% | $67,313+157.2% | $135,375+27.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 3.82% | -0.54%+4.4pp | -4.08%+7.9pp | 519.73%-515.9pp |
| Employer contribution / active EE | $3,115 | $3,487-10.7% | $2,566+21.4% | $4,779-34.8% |
| Participant deferral / active EE | $9,731 | $4,651+109.2% | $3,568+172.7% | $5,609+73.5% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,827-100.0% |