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 | $146,612 | $88,707+65.3% | $74,183+97.6% | $273,961-46.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 11.61% | 11.94%-0.3pp | 17.74%-6.1pp | 41.45%-29.8pp |
| Employer contribution / active EE | $4,078 | $3,159+29.1% | $2,370+72.1% | $4,869-16.2% |
| Participant deferral / active EE | $9,678 | $4,212+129.8% | $3,550+172.6% | $5,287+83.0% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,132-100.0% |