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 | $201,986 | $110,257+83.2% | $96,544+109.2% | $139,434+44.9% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.4pp | 80.3%+3.0pp |
| Annual return | 11.05% | 26.32%-15.3pp | 25.84%-14.8pp | 372.94%-361.9pp |
| Employer contribution / active EE | $5,558 | $3,620+53.5% | $2,965+87.5% | $4,751+17.0% |
| Participant deferral / active EE | $2,838 | $5,548-48.8% | $4,851-41.5% | $6,710-57.7% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |