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 6-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 | $180,847 | $112,729+60.4% | $98,716+83.2% | $137,256+31.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 15.41% | 38.48%-23.1pp | 31.81%-16.4pp | 220.34%-204.9pp |
| Employer contribution / active EE | $24,432 | $2,725+796.5% | $2,279+972.2% | $4,156+487.9% |
| Participant deferral / active EE | $11,941 | $4,640+157.3% | $4,048+195.0% | $6,407+86.4% |
| Admin fee / account holder | $283 | $10,129-97.2% | $8,703-96.7% | $12,270-97.7% |