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 | $131,256 | $124,281+5.6% | $109,143+20.3% | $167,490-21.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 16.21% | 26.04%-9.8pp | 25.75%-9.5pp | 478.56%-462.4pp |
| Employer contribution / active EE | $13,509 | $4,207+221.1% | $3,722+262.9% | $4,837+179.2% |
| Participant deferral / active EE | $8,628 | $5,255+64.2% | $4,653+85.4% | $6,341+36.1% |
| Admin fee / account holder | $19 | $7,970-99.8% | $6,752-99.7% | $12,309-99.8% |