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 | $189,003 | $117,841+60.4% | $102,423+84.5% | $145,922+29.5% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 21.55% | 31.65%-10.1pp | 29.32%-7.8pp | 561.29%-539.7pp |
| Employer contribution / active EE | $26,208 | $3,615+625.0% | $3,023+766.8% | $4,660+462.4% |
| Participant deferral / active EE | $12,725 | $5,731+122.0% | $5,053+151.8% | $6,688+90.3% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |