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 | $134,283 | $116,175+15.6% | $93,606+43.5% | $152,861-12.2% |
| Participation rate | 72.7% | 78.0%-5.3pp | 75.8%-3.1pp | 82.4%-9.7pp |
| Annual return | 23.03% | 35.96%-12.9pp | 32.76%-9.7pp | 345.32%-322.3pp |
| Employer contribution / active EE | $9,213 | $3,218+186.3% | $2,718+239.0% | $4,762+93.5% |
| Participant deferral / active EE | $11,337 | $4,603+146.3% | $4,069+178.6% | $5,850+93.8% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |