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 6-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 | $154,561 | $95,266+62.2% | $82,389+87.6% | $142,382+8.6% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.5%+10.5pp | 80.1%-0.1pp |
| Annual return | 18.81% | 25.74%-6.9pp | 28.67%-9.9pp | 217.08%-198.3pp |
| Employer contribution / active EE | $4,235 | $2,991+41.6% | $2,517+68.2% | $4,299-1.5% |
| Participant deferral / active EE | $13,741 | $4,809+185.7% | $4,155+230.8% | $6,507+111.2% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |