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 5-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 | $124,034 | $88,672+39.9% | $105,223+17.9% | $82,448+50.4% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 17.58% | 30.86%-13.3pp | 180.65%-163.1pp | 41.64%-24.1pp |
| Employer contribution / active EE | $9,453 | $3,048+210.2% | $3,689+156.3% | $2,551+270.6% |
| Participant deferral / active EE | $11,657 | $4,036+188.8% | $5,072+129.8% | $4,139+181.6% |
| Admin fee / account holder | $68 | $7,146-99.0% | $8,859-99.2% | $7,234-99.1% |