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 | $119,636 | $124,319-3.8% | $111,297+7.5% | $167,490-28.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 19.48% | 37.44%-18.0pp | 54.65%-35.2pp | 478.56%-459.1pp |
| Employer contribution / active EE | $1,697 | $3,435-50.6% | $2,731-37.9% | $4,837-64.9% |
| Participant deferral / active EE | $5,828 | $5,180+12.5% | $4,487+29.9% | $6,341-8.1% |
| Admin fee / account holder | $231 | $10,618-97.8% | $7,964-97.1% | $12,309-98.1% |