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 | $153,532 | $102,616+49.6% | $81,983+87.3% | $158,922-3.4% |
| Participation rate | 92.9% | 75.5%+17.3pp | 69.2%+23.6pp | 82.0%+10.9pp |
| Annual return | 15.01% | 61.04%-46.0pp | 41.31%-26.3pp | 302.83%-287.8pp |
| Employer contribution / active EE | $5,017 | $3,240+54.8% | $2,498+100.8% | $4,761+5.4% |
| Participant deferral / active EE | $8,623 | $4,648+85.5% | $3,722+131.7% | $5,982+44.1% |
| Admin fee / account holder | $0 | $8,235-100.0% | $5,664-100.0% | $11,246-100.0% |