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 | $166,185 | $100,773+64.9% | $88,946+86.8% | $142,382+16.7% |
| Participation rate | 86.7% | 74.3%+12.4pp | 68.8%+17.8pp | 80.1%+6.5pp |
| Annual return | 16.60% | 70.18%-53.6pp | 57.82%-41.2pp | 217.08%-200.5pp |
| Employer contribution / active EE | $2,834 | $2,918-2.9% | $2,555+10.9% | $4,299-34.1% |
| Participant deferral / active EE | $8,977 | $5,230+71.6% | $4,581+95.9% | $6,507+38.0% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |