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 | $131,868 | $91,037+44.9% | $71,671+84.0% | $147,584-10.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 18.46% | 20.48%-2.0pp | 20.65%-2.2pp | 578.55%-560.1pp |
| Employer contribution / active EE | $9,281 | $3,327+178.9% | $2,460+277.3% | $4,876+90.3% |
| Participant deferral / active EE | $8,857 | $4,498+96.9% | $3,438+157.6% | $5,439+62.9% |
| Admin fee / account holder | $82 | $8,613-99.1% | $5,558-98.5% | $10,885-99.3% |