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 | $134,158 | $111,754+20.0% | $103,333+29.8% | $145,922-8.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.01% | 24.77%-10.8pp | 24.88%-10.9pp | 561.29%-547.3pp |
| Employer contribution / active EE | $3,292 | $4,212-21.9% | $3,868-14.9% | $4,660-29.4% |
| Participant deferral / active EE | $12,168 | $5,619+116.6% | $5,057+140.6% | $6,688+81.9% |
| Admin fee / account holder | $75 | $9,750-99.2% | $8,355-99.1% | $13,397-99.4% |