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 | $130,468 | $89,355+46.0% | $141,162-7.6% | $72,985+78.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.59% | 111.85%-90.3pp | 71.39%-49.8pp | 81.00%-59.4pp |
| Employer contribution / active EE | $5,013 | $3,114+61.0% | $4,735+5.9% | $2,440+105.5% |
| Participant deferral / active EE | $11,004 | $5,418+103.1% | $6,709+64.0% | $3,607+205.1% |
| Admin fee / account holder | $256 | $5,958-95.7% | $10,261-97.5% | $5,124-95.0% |