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 | $112,729+42.9% | $98,716+63.2% | $137,256+17.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 14.77% | 38.48%-23.7pp | 31.81%-17.0pp | 220.34%-205.6pp |
| Employer contribution / active EE | $2,469 | $2,725-9.4% | $2,279+8.4% | $4,156-40.6% |
| Participant deferral / active EE | $11,083 | $4,640+138.8% | $4,048+173.8% | $6,407+73.0% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |