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 | $161,119 | $117,983+36.6% | $101,794+58.3% | $142,382+13.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 14.77% | 36.92%-22.1pp | 30.53%-15.8pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,469 | $2,773-11.0% | $2,289+7.9% | $4,299-42.6% |
| Participant deferral / active EE | $11,083 | $4,714+135.1% | $4,084+171.4% | $6,507+70.3% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |