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 | $160,481 | $114,381+40.3% | $107,525+49.2% | $142,382+12.7% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 18.33% | 242.71%-224.4pp | 181.32%-163.0pp | 217.08%-198.7pp |
| Employer contribution / active EE | $6,374 | $4,015+58.8% | $3,754+69.8% | $4,299+48.3% |
| Participant deferral / active EE | $9,651 | $5,564+73.4% | $5,116+88.7% | $6,507+48.3% |
| Admin fee / account holder | $57 | $9,860-99.4% | $8,919-99.4% | $12,624-99.6% |