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 | $111,112 | $78,422+41.7% | $95,952+15.8% | $79,858+39.1% |
| Participation rate | 85.7% | 73.5%+12.2pp | 77.1%+8.6pp | 69.6%+16.1pp |
| Annual return | 19.36% | 19.37%0pp | 91.61%-72.3pp | 31.71%-12.4pp |
| Employer contribution / active EE | $4,154 | $1,945+113.6% | $2,541+63.5% | $2,471+68.1% |
| Participant deferral / active EE | $11,982 | $3,440+248.3% | $4,167+187.5% | $3,740+220.4% |
| Admin fee / account holder | $4 | $5,622-99.9% | $6,795-99.9% | $5,306-99.9% |