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 | $120,528 | $67,411+78.8% | $91,001+32.4% | $70,131+71.9% |
| Participation rate | 87.1% | 71.4%+15.7pp | 75.6%+11.5pp | 69.5%+17.6pp |
| Annual return | 17.12% | -40.16%+57.3pp | 4.60%+12.5pp | 73.14%-56.0pp |
| Employer contribution / active EE | $2,707 | $1,786+51.6% | $2,456+10.3% | $2,342+15.6% |
| Participant deferral / active EE | $6,257 | $2,823+121.7% | $3,547+76.4% | $3,332+87.8% |
| Admin fee / account holder | $0 | $4,236-100.0% | $5,417-100.0% | $4,645-100.0% |