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 4-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 | $170,136 | $108,919+56.2% | $100,391+69.5% | $145,922+16.6% |
| Participation rate | 84.6% | 82.9%+1.7pp | 81.5%+3.1pp | 80.3%+4.3pp |
| Annual return | 19.38% | 57.88%-38.5pp | 49.20%-29.8pp | 561.29%-541.9pp |
| Employer contribution / active EE | $10,944 | $4,419+147.6% | $3,942+177.6% | $4,660+134.9% |
| Participant deferral / active EE | $16,644 | $8,445+97.1% | $8,082+105.9% | $6,688+148.9% |
| Admin fee / account holder | $298 | $9,689-96.9% | $7,899-96.2% | $13,397-97.8% |