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 | $186,796 | $114,381+63.3% | $107,525+73.7% | $142,382+31.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.85% | 242.71%-225.9pp | 181.32%-164.5pp | 217.08%-200.2pp |
| Employer contribution / active EE | $9,703 | $4,015+141.7% | $3,754+158.5% | $4,299+125.7% |
| Participant deferral / active EE | $1,662 | $5,564-70.1% | $5,116-67.5% | $6,507-74.5% |
| Admin fee / account holder | $256 | $9,860-97.4% | $8,919-97.1% | $12,624-98.0% |