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 9-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 | $127,614 | $180,449-29.3% | $154,107-17.2% | $135,375-5.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 8.79% | 888.09%-879.3pp | 735.12%-726.3pp | 519.73%-510.9pp |
| Employer contribution / active EE | $6,143 | $6,035+1.8% | $5,298+16.0% | $4,779+28.6% |
| Participant deferral / active EE | $6,891 | $5,806+18.7% | $5,081+35.6% | $5,609+22.9% |
| Admin fee / account holder | $24 | $16,143-99.9% | $13,411-99.8% | $10,827-99.8% |