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 | $126,594 | $152,460-17.0% | $118,746+6.6% | $147,584-14.2% |
| Participation rate | 71.4% | 82.3%-10.8pp | 78.3%-6.8pp | 82.8%-11.4pp |
| Annual return | 16.45% | 17.41%-1.0pp | 24.54%-8.1pp | 578.55%-562.1pp |
| Employer contribution / active EE | $1,496 | $5,046-70.3% | $4,193-64.3% | $4,876-69.3% |
| Participant deferral / active EE | $12,000 | $6,212+93.2% | $5,332+125.0% | $5,439+120.6% |
| Admin fee / account holder | $0 | $16,953-100.0% | $10,720-100.0% | $10,885-100.0% |