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 | $236,273 | $100,970+134.0% | $96,576+144.6% | $137,256+72.1% |
| Participation rate | 77.8% | 82.6%-4.8pp | 81.4%-3.7pp | 80.0%-2.2pp |
| Annual return | 18.80% | 38.16%-19.4pp | 38.47%-19.7pp | 220.34%-201.5pp |
| Employer contribution / active EE | $6,465 | $3,809+69.7% | $3,553+82.0% | $4,156+55.6% |
| Participant deferral / active EE | $6,126 | $8,286-26.1% | $7,956-23.0% | $6,407-4.4% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |