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 | $164,876 | $148,978+10.7% | $200,582-17.8% | $84,808+94.4% |
| Participation rate | 78.6% | 84.2%-5.7pp | 86.9%-8.3pp | 68.3%+10.3pp |
| Annual return | 19.77% | 28.16%-8.4pp | 42.33%-22.6pp | 40.90%-21.1pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $18,162 | $7,142+154.3% | $9,331+94.6% | $4,212+331.2% |
| Admin fee / account holder | $0 | $13,977-100.0% | $16,305-100.0% | $7,344-100.0% |