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 | $166,254 | $93,571+77.7% | $135,903+22.3% | $75,163+121.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.79% | 30.90%-13.1pp | 68.23%-50.4pp | 160.62%-142.8pp |
| Employer contribution / active EE | $9,622 | $3,537+172.1% | $4,856+98.2% | $2,670+260.4% |
| Participant deferral / active EE | $9,899 | $6,404+54.6% | $7,758+27.6% | $4,125+140.0% |
| Admin fee / account holder | $100 | $6,975-98.6% | $10,762-99.1% | $5,651-98.2% |