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 | $130,765 | $201,272-35.0% | $184,203-29.0% | $145,922-10.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.69% | 29.00%-12.3pp | 28.81%-12.1pp | 561.29%-544.6pp |
| Employer contribution / active EE | $1,796 | $7,022-74.4% | $6,427-72.1% | $4,660-61.5% |
| Participant deferral / active EE | $9,861 | $9,806+0.6% | $9,131+8.0% | $6,688+47.5% |
| Admin fee / account holder | $50 | $16,364-99.7% | $13,901-99.6% | $13,397-99.6% |