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 | $166,736 | $77,899+114.0% | $149,673+11.4% | $75,163+121.8% |
| Participation rate | 80.0% | 65.6%+14.4pp | 78.8%+1.2pp | 67.2%+12.8pp |
| Annual return | 19.79% | 31.72%-11.9pp | 134.42%-114.6pp | 160.62%-140.8pp |
| Employer contribution / active EE | $4,608 | $3,137+46.9% | $4,818-4.3% | $2,670+72.6% |
| Participant deferral / active EE | $4,410 | $3,411+29.3% | $5,680-22.4% | $4,125+6.9% |
| Admin fee / account holder | $2 | $5,956-100.0% | $13,210-100.0% | $5,651-100.0% |