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 | $190,391 | $125,758+51.4% | $169,993+12.0% | $75,163+153.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 16.52% | 27.20%-10.7pp | 53.37%-36.9pp | 160.62%-144.1pp |
| Employer contribution / active EE | $7,085 | $4,615+53.5% | $6,785+4.4% | $2,670+165.4% |
| Participant deferral / active EE | $9,818 | $6,837+43.6% | $10,408-5.7% | $4,125+138.0% |
| Admin fee / account holder | $0 | $8,173-100.0% | $12,815-100.0% | $5,651-100.0% |