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 | $163,535 | $102,828+59.0% | $105,387+55.2% | $152,861+7.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.95% | 20.85%-3.9pp | 26.82%-9.9pp | 345.32%-328.4pp |
| Employer contribution / active EE | $11,649 | $4,473+160.4% | $4,213+176.5% | $4,762+144.6% |
| Participant deferral / active EE | $5,582 | $5,465+2.1% | $5,502+1.5% | $5,850-4.6% |
| Admin fee / account holder | $8 | $8,683-99.9% | $6,559-99.9% | $11,596-99.9% |