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 | $179,480 | $127,100+41.2% | $105,738+69.7% | $135,375+32.6% |
| Participation rate | 88.9% | 82.7%+6.2pp | 76.3%+12.6pp | 82.6%+6.2pp |
| Annual return | -6.35% | 4.49%-10.8pp | 6.27%-12.6pp | 519.73%-526.1pp |
| Employer contribution / active EE | $14,557 | $4,107+254.5% | $3,268+345.4% | $4,779+204.6% |
| Participant deferral / active EE | $8,274 | $5,064+63.4% | $4,080+102.8% | $5,609+47.5% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,827-100.0% |