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 7-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 | $134,641 | $177,572-24.2% | $154,803-13.0% | $142,382-5.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.08% | 65.07%-46.0pp | 58.88%-39.8pp | 217.08%-198.0pp |
| Employer contribution / active EE | $6,866 | $4,810+42.7% | $4,305+59.5% | $4,299+59.7% |
| Participant deferral / active EE | $9,130 | $6,272+45.6% | $5,540+64.8% | $6,507+40.3% |
| Admin fee / account holder | $222 | $16,786-98.7% | $14,329-98.4% | $12,624-98.2% |