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 | $114,195 | $68,346+67.1% | $94,646+20.7% | $75,163+51.9% |
| Participation rate | 71.9% | 76.1%-4.2pp | 80.8%-9.0pp | 67.2%+4.7pp |
| Annual return | 17.87% | 616.93%-599.1pp | 156.71%-138.8pp | 160.62%-142.7pp |
| Employer contribution / active EE | $2,606 | $2,701-3.5% | $3,672-29.0% | $2,670-2.4% |
| Participant deferral / active EE | $10,369 | $6,537+58.6% | $7,418+39.8% | $4,125+151.4% |
| Admin fee / account holder | $0 | $5,326-100.0% | $7,231-100.0% | $5,651-100.0% |