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 7-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 | $172,152 | $117,983+45.9% | $101,794+69.1% | $142,382+20.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 19.57% | 36.92%-17.4pp | 30.53%-11.0pp | 217.08%-197.5pp |
| Employer contribution / active EE | $1,330 | $2,773-52.0% | $2,289-41.9% | $4,299-69.1% |
| Participant deferral / active EE | $15,684 | $4,714+232.7% | $4,084+284.0% | $6,507+141.0% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |