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 7-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 | $190,318 | $127,065+49.8% | $113,168+68.2% | $142,382+33.7% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 14.29% | 24.03%-9.7pp | 24.27%-10.0pp | 217.08%-202.8pp |
| Employer contribution / active EE | $3,591 | $3,442+4.3% | $2,975+20.7% | $4,299-16.5% |
| Participant deferral / active EE | $15,853 | $5,716+177.3% | $5,107+210.4% | $6,507+143.6% |
| Admin fee / account holder | $40 | $15,736-99.7% | $12,068-99.7% | $12,624-99.7% |