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 | $173,152 | $106,515+62.6% | $96,683+79.1% | $139,434+24.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.08% | 38.43%-22.3pp | 35.69%-19.6pp | 372.94%-356.9pp |
| Employer contribution / active EE | $2,741 | $4,103-33.2% | $3,737-26.6% | $4,751-42.3% |
| Participant deferral / active EE | $12,564 | $5,454+130.4% | $4,878+157.6% | $6,710+87.2% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |