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 5-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 | $239,674 | $113,935+110.4% | $94,224+154.4% | $125,391+91.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 7.14% | 5.29%+1.9pp | 10.68%-3.5pp | 282.22%-275.1pp |
| Employer contribution / active EE | $9,190 | $4,727+94.4% | $3,587+156.2% | $4,866+88.9% |
| Participant deferral / active EE | $12,870 | $5,179+148.5% | $4,320+197.9% | $5,352+140.5% |
| Admin fee / account holder | $6 | $8,391-99.9% | $6,269-99.9% | $9,540-99.9% |