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 | $163,363 | $77,419+111.0% | $69,455+135.2% | $152,861+6.9% |
| Participation rate | 83.3% | 78.1%+5.2pp | 74.6%+8.7pp | 82.4%+0.9pp |
| Annual return | 25.19% | 39.06%-13.9pp | 28.97%-3.8pp | 345.32%-320.1pp |
| Employer contribution / active EE | $1,147 | $3,315-65.4% | $2,779-58.7% | $4,762-75.9% |
| Participant deferral / active EE | $1,418 | $4,414-67.9% | $3,535-59.9% | $5,850-75.8% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,839-100.0% | $11,596-100.0% |