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 7-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 | $206,173 | $124,281+65.9% | $109,143+88.9% | $167,490+23.1% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 23.19% | 26.04%-2.8pp | 25.75%-2.6pp | 478.56%-455.4pp |
| Employer contribution / active EE | $9,366 | $4,207+122.6% | $3,722+151.7% | $4,837+93.6% |
| Participant deferral / active EE | $4,426 | $5,255-15.8% | $4,653-4.9% | $6,341-30.2% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |