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 | $138,864 | $105,859+31.2% | $90,160+54.0% | $147,584-5.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 19.40% | 37.63%-18.2pp | 34.88%-15.5pp | 578.55%-559.1pp |
| Employer contribution / active EE | $6,377 | $4,126+54.6% | $3,318+92.2% | $4,876+30.8% |
| Participant deferral / active EE | $7,099 | $5,733+23.8% | $5,288+34.3% | $5,439+30.5% |
| Admin fee / account holder | $120 | $8,046-98.5% | $5,943-98.0% | $10,885-98.9% |