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 | $207,657 | $104,251+99.2% | $91,001+128.2% | $147,584+40.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 21.25% | 27.06%-5.8pp | 4.60%+16.6pp | 578.55%-557.3pp |
| Employer contribution / active EE | $6,924 | $3,116+122.2% | $2,456+182.0% | $4,876+42.0% |
| Participant deferral / active EE | $5,521 | $4,195+31.6% | $3,547+55.6% | $5,439+1.5% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |