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 | $135,562 | $197,591-31.4% | $177,821-23.8% | $158,922-14.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 6.87% | 58.76%-51.9pp | 48.32%-41.5pp | 302.83%-296.0pp |
| Employer contribution / active EE | $18,005 | $6,697+168.8% | $5,918+204.2% | $4,761+278.2% |
| Participant deferral / active EE | $9,250 | $8,405+10.1% | $7,714+19.9% | $5,982+54.6% |
| Admin fee / account holder | $2 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |