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 | $128,968 | $78,422+64.5% | $95,952+34.4% | $79,858+61.5% |
| Participation rate | 95.7% | 73.5%+22.3pp | 77.1%+18.7pp | 69.6%+26.1pp |
| Annual return | 23.93% | 19.37%+4.6pp | 91.61%-67.7pp | 31.71%-7.8pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,514 | $3,440+60.3% | $4,167+32.3% | $3,740+47.4% |
| Admin fee / account holder | $160 | $5,622-97.2% | $6,795-97.6% | $5,306-97.0% |