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 | $161,853 | $124,281+30.2% | $109,143+48.3% | $167,490-3.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.53% | 26.04%-13.5pp | 25.75%-13.2pp | 478.56%-466.0pp |
| Employer contribution / active EE | $4,338 | $4,207+3.1% | $3,722+16.6% | $4,837-10.3% |
| Participant deferral / active EE | $12,226 | $5,255+132.7% | $4,653+162.8% | $6,341+92.8% |
| Admin fee / account holder | $149 | $7,970-98.1% | $6,752-97.8% | $12,309-98.8% |