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 | $223,956 | $110,257+103.1% | $96,544+132.0% | $139,434+60.6% |
| Participation rate | 70.6% | 78.1%-7.5pp | 76.0%-5.4pp | 80.3%-9.7pp |
| Annual return | 17.91% | 26.32%-8.4pp | 25.84%-7.9pp | 372.94%-355.0pp |
| Employer contribution / active EE | $2,387 | $3,620-34.1% | $2,965-19.5% | $4,751-49.8% |
| Participant deferral / active EE | $7,561 | $5,548+36.3% | $4,851+55.9% | $6,710+12.7% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |