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 9-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 | $116,066 | $183,519-36.8% | $155,509-25.4% | $145,922-20.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.27% | 61.17%-45.9pp | 64.67%-49.4pp | 561.29%-546.0pp |
| Employer contribution / active EE | $1,977 | $5,313-62.8% | $4,672-57.7% | $4,660-57.6% |
| Participant deferral / active EE | $6,316 | $6,462-2.3% | $5,626+12.3% | $6,688-5.6% |
| Admin fee / account holder | $80 | $19,313-99.6% | $15,912-99.5% | $13,397-99.4% |