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 | $174,070 | $133,922+30.0% | $116,228+49.8% | $142,382+22.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 17.12% | 147.76%-130.6pp | 90.06%-72.9pp | 217.08%-200.0pp |
| Employer contribution / active EE | $7,356 | $3,446+113.5% | $2,994+145.7% | $4,299+71.1% |
| Participant deferral / active EE | $9,819 | $5,672+73.1% | $4,953+98.2% | $6,507+50.9% |
| Admin fee / account holder | $192 | $14,945-98.7% | $11,989-98.4% | $12,624-98.5% |