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 | $149,030 | $95,416+56.2% | $185,823-19.8% | $85,850+73.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 16.28% | 23.59%-7.3pp | 122.05%-105.8pp | 318.53%-302.2pp |
| Employer contribution / active EE | $3,564 | $3,314+7.5% | $5,167-31.0% | $2,565+38.9% |
| Participant deferral / active EE | $2,882 | $3,423-15.8% | $5,568-48.2% | $3,952-27.1% |
| Admin fee / account holder | $260 | $7,213-96.4% | $16,237-98.4% | $6,260-95.8% |