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 | $158,497 | $105,630+50.0% | $87,507+81.1% | $273,961-42.1% |
| Participation rate | 80.0% | 78.2%+1.8pp | 73.8%+6.2pp | 83.0%-3.0pp |
| Annual return | 9.44% | 12.25%-2.8pp | 12.21%-2.8pp | 41.45%-32.0pp |
| Employer contribution / active EE | $2,262 | $3,141-28.0% | $2,550-11.3% | $4,869-53.5% |
| Participant deferral / active EE | $8,676 | $3,601+141.0% | $3,149+175.5% | $5,287+64.1% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,132-100.0% |