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 5-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 | $170,890 | $100,773+69.6% | $88,946+92.1% | $142,382+20.0% |
| Participation rate | 71.4% | 74.3%-2.9pp | 68.8%+2.6pp | 80.1%-8.7pp |
| Annual return | 19.58% | 70.18%-50.6pp | 57.82%-38.2pp | 217.08%-197.5pp |
| Employer contribution / active EE | $2,674 | $2,918-8.3% | $2,555+4.7% | $4,299-37.8% |
| Participant deferral / active EE | $8,689 | $5,230+66.1% | $4,581+89.7% | $6,507+33.5% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |