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 | $172,447 | $89,355+93.0% | $141,162+22.2% | $72,985+136.3% |
| Participation rate | 84.6% | 75.1%+9.5pp | 82.5%+2.1pp | 69.5%+15.1pp |
| Annual return | 23.81% | 111.85%-88.0pp | 71.39%-47.6pp | 81.00%-57.2pp |
| Employer contribution / active EE | $4,436 | $3,114+42.4% | $4,735-6.3% | $2,440+81.8% |
| Participant deferral / active EE | $12,533 | $5,418+131.3% | $6,709+86.8% | $3,607+247.4% |
| Admin fee / account holder | $249 | $5,958-95.8% | $10,261-97.6% | $5,124-95.1% |