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 | $126,504 | $107,452+17.7% | $91,541+38.2% | $142,382-11.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 16.50% | 22.06%-5.6pp | 20.50%-4.0pp | 217.08%-200.6pp |
| Employer contribution / active EE | $3,143 | $2,994+5.0% | $2,505+25.5% | $4,299-26.9% |
| Participant deferral / active EE | $3,380 | $4,754-28.9% | $4,008-15.7% | $6,507-48.1% |
| Admin fee / account holder | $50 | $8,834-99.4% | $6,956-99.3% | $12,624-99.6% |