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 8-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 | $184,626 | $63,861+189.1% | $104,607+76.5% | $79,858+131.2% |
| Participation rate | 76.9% | 64.9%+12.0pp | 74.1%+2.8pp | 69.6%+7.3pp |
| Annual return | 28.91% | 21.30%+7.6pp | 340.46%-311.6pp | 31.71%-2.8pp |
| Employer contribution / active EE | $4,602 | $1,588+189.7% | $2,681+71.7% | $2,471+86.2% |
| Participant deferral / active EE | $5,714 | $2,693+112.1% | $3,740+52.8% | $3,740+52.8% |
| Admin fee / account holder | $17 | $4,185-99.6% | $6,473-99.7% | $5,306-99.7% |