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 | $166,397 | $100,901+64.9% | $75,670+119.9% | $147,584+12.7% |
| Participation rate | 83.3% | 77.1%+6.2pp | 72.3%+11.0pp | 82.8%+0.5pp |
| Annual return | 17.59% | 35.78%-18.2pp | 27.34%-9.7pp | 578.55%-561.0pp |
| Employer contribution / active EE | $2,410 | $3,253-25.9% | $2,352+2.5% | $4,876-50.6% |
| Participant deferral / active EE | $10,850 | $4,027+169.4% | $3,142+245.3% | $5,439+99.5% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,800-100.0% | $10,885-100.0% |