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 | $237,392 | $176,812+34.3% | $146,665+61.9% | $167,490+41.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 16.34% | 24.03%-7.7pp | 22.74%-6.4pp | 478.56%-462.2pp |
| Employer contribution / active EE | $5,756 | $5,160+11.5% | $4,136+39.2% | $4,837+19.0% |
| Participant deferral / active EE | $11,512 | $6,440+78.8% | $5,506+109.1% | $6,341+81.5% |
| Admin fee / account holder | $0 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |