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 | $130,529 | $99,341+31.4% | $84,750+54.0% | $273,961-52.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.90% | 22.93%-19.0pp | 22.78%-18.9pp | 41.45%-37.6pp |
| Employer contribution / active EE | $8,587 | $4,214+103.8% | $3,574+140.2% | $4,869+76.4% |
| Participant deferral / active EE | $11,672 | $4,269+173.4% | $3,712+214.5% | $5,287+120.8% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |