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 | $173,081 | $77,419+123.6% | $69,455+149.2% | $152,861+13.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 6.13% | 39.06%-32.9pp | 28.97%-22.8pp | 345.32%-339.2pp |
| Employer contribution / active EE | $4,487 | $3,315+35.3% | $2,779+61.5% | $4,762-5.8% |
| Participant deferral / active EE | $5,066 | $4,414+14.8% | $3,535+43.3% | $5,850-13.4% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,839-100.0% | $11,596-100.0% |