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 6-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 | $120,238 | $214,378-43.9% | $200,582-40.1% | $142,382-15.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.69% | 46.41%-25.7pp | 42.33%-21.6pp | 217.08%-196.4pp |
| Employer contribution / active EE | $1,512 | $6,841-77.9% | $6,419-76.4% | $4,299-64.8% |
| Participant deferral / active EE | $9,030 | $9,865-8.5% | $9,331-3.2% | $6,507+38.8% |
| Admin fee / account holder | $15 | $17,692-99.9% | $16,305-99.9% | $12,624-99.9% |