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 | $129,499 | $181,894-28.8% | $156,549-17.3% | $273,961-52.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.43% | 30.74%-21.3pp | 32.23%-22.8pp | 41.45%-32.0pp |
| Employer contribution / active EE | $11,751 | $6,248+88.1% | $5,501+113.6% | $4,869+141.4% |
| Participant deferral / active EE | $4,719 | $5,550-15.0% | $4,871-3.1% | $5,287-10.7% |
| Admin fee / account holder | $243 | $15,559-98.4% | $13,027-98.1% | $10,132-97.6% |