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 | $129,085 | $77,419+66.7% | $69,455+85.9% | $152,861-15.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 7.52% | 39.06%-31.5pp | 28.97%-21.4pp | 345.32%-337.8pp |
| Employer contribution / active EE | $2,590 | $3,315-21.9% | $2,779-6.8% | $4,762-45.6% |
| Participant deferral / active EE | $5,519 | $4,414+25.1% | $3,535+56.1% | $5,850-5.7% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,839-100.0% | $11,596-100.0% |