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 | $147,819 | $126,519+16.8% | $106,201+39.2% | $145,959+1.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.56% | 225.10%-213.5pp | 116.26%-104.7pp | 561.95%-550.4pp |
| Employer contribution / active EE | $7,633 | $3,726+104.9% | $3,170+140.8% | $4,661+63.8% |
| Participant deferral / active EE | $5,762 | $5,716+0.8% | $5,012+15.0% | $6,689-13.9% |
| Admin fee / account holder | $43 | $17,312-99.8% | $11,039-99.6% | $13,398-99.7% |