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 | $134,673 | $104,251+29.2% | $91,001+48.0% | $147,584-8.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 25.55% | 27.06%-1.5pp | 4.60%+21.0pp | 578.55%-553.0pp |
| Employer contribution / active EE | $1,275 | $3,116-59.1% | $2,456-48.1% | $4,876-73.9% |
| Participant deferral / active EE | $16,500 | $4,195+293.3% | $3,547+365.1% | $5,439+203.4% |
| Admin fee / account holder | $5 | $8,948-99.9% | $5,417-99.9% | $10,885-100.0% |