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 | $129,680 | $179,726-27.8% | $156,263-17.0% | $142,382-8.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 19.13% | 77.86%-58.7pp | 59.47%-40.3pp | 217.08%-197.9pp |
| Employer contribution / active EE | $7,614 | $5,069+50.2% | $4,333+75.7% | $4,299+77.1% |
| Participant deferral / active EE | $7,231 | $6,956+4.0% | $6,158+17.4% | $6,507+11.1% |
| Admin fee / account holder | $148 | $17,272-99.1% | $14,255-99.0% | $12,624-98.8% |