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 | $131,031 | $101,069+29.6% | $81,478+60.8% | $147,584-11.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 26.98% | 32.40%-5.4pp | 38.78%-11.8pp | 578.55%-551.6pp |
| Employer contribution / active EE | $5,558 | $3,205+73.4% | $2,568+116.5% | $4,876+14.0% |
| Participant deferral / active EE | $11,574 | $4,242+172.9% | $3,537+227.3% | $5,439+112.8% |
| Admin fee / account holder | $75 | $5,812-98.7% | $4,561-98.4% | $10,885-99.3% |