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 | $170,157 | $112,881+50.7% | $90,951+87.1% | $158,922+7.1% |
| Participation rate | 85.7% | 74.7%+11.0pp | 69.0%+16.7pp | 82.0%+3.8pp |
| Annual return | 16.01% | 215.79%-199.8pp | 134.60%-118.6pp | 302.83%-286.8pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $8,017 | $4,128+94.2% | $3,373+137.7% | $5,982+34.0% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |