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 8-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 | $163,719 | $101,724+60.9% | $164,813-0.7% | $80,856+102.5% |
| Participation rate | 88.0% | 71.8%+16.2pp | 78.6%+9.4pp | 67.6%+20.4pp |
| Annual return | 21.03% | 16.72%+4.3pp | 69.93%-48.9pp | 35.59%-14.6pp |
| Employer contribution / active EE | $6,768 | $2,953+129.2% | $4,341+55.9% | $2,755+145.7% |
| Participant deferral / active EE | $14,245 | $4,477+218.2% | $6,031+136.2% | $4,296+231.6% |
| Admin fee / account holder | $0 | $8,227-100.0% | $12,690-100.0% | $6,918-100.0% |