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 | $135,937 | $98,240+38.4% | $82,313+65.1% | $147,584-7.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 14.43% | 30.85%-16.4pp | 25.88%-11.4pp | 578.55%-564.1pp |
| Employer contribution / active EE | $5,339 | $3,192+67.3% | $2,428+119.9% | $4,876+9.5% |
| Participant deferral / active EE | $5,439 | $4,383+24.1% | $3,706+46.8% | $5,4390% |
| Admin fee / account holder | $158 | $8,563-98.2% | $5,608-97.2% | $10,885-98.6% |