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 | $169,932 | $106,515+59.5% | $96,683+75.8% | $139,434+21.9% |
| Participation rate | 95.5% | 77.8%+17.6pp | 74.3%+21.1pp | 80.3%+15.1pp |
| Annual return | 14.68% | 38.43%-23.7pp | 35.69%-21.0pp | 372.94%-358.3pp |
| Employer contribution / active EE | $3,894 | $4,103-5.1% | $3,737+4.2% | $4,751-18.0% |
| Participant deferral / active EE | $9,749 | $5,454+78.7% | $4,878+99.8% | $6,710+45.3% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |