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 10-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 | $156,583 | $114,381+36.9% | $107,525+45.6% | $142,382+10.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.86% | 242.71%-224.8pp | 181.32%-163.5pp | 217.08%-199.2pp |
| Employer contribution / active EE | $4,149 | $4,015+3.3% | $3,754+10.5% | $4,299-3.5% |
| Participant deferral / active EE | $11,740 | $5,564+111.0% | $5,116+129.5% | $6,507+80.4% |
| Admin fee / account holder | $58 | $9,860-99.4% | $8,919-99.3% | $12,624-99.5% |