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 9-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 | $168,040 | $102,245+64.4% | $89,340+88.1% | $137,256+22.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 12.11% | 21.89%-9.8pp | 20.57%-8.5pp | 220.34%-208.2pp |
| Employer contribution / active EE | $3,613 | $2,529+42.9% | $2,231+61.9% | $4,156-13.1% |
| Participant deferral / active EE | $13,164 | $4,436+196.7% | $3,823+244.3% | $6,407+105.5% |
| Admin fee / account holder | $17 | $8,085-99.8% | $6,704-99.7% | $12,270-99.9% |