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 | $191,272 | $105,859+80.7% | $90,160+112.1% | $147,584+29.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 18.61% | 37.63%-19.0pp | 34.88%-16.3pp | 578.55%-559.9pp |
| Employer contribution / active EE | $3,260 | $4,126-21.0% | $3,318-1.8% | $4,876-33.2% |
| Participant deferral / active EE | $6,520 | $5,733+13.7% | $5,288+23.3% | $5,439+19.9% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |