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 8-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 | $141,708 | $214,378-33.9% | $200,582-29.4% | $142,382-0.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.35% | 46.41%-31.1pp | 42.33%-27.0pp | 217.08%-201.7pp |
| Employer contribution / active EE | $5,002 | $6,841-26.9% | $6,419-22.1% | $4,299+16.3% |
| Participant deferral / active EE | $8,426 | $9,865-14.6% | $9,331-9.7% | $6,507+29.5% |
| Admin fee / account holder | $90 | $17,692-99.5% | $16,305-99.4% | $12,624-99.3% |