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 | $130,246 | $165,335-21.2% | $149,696-13.0% | $158,922-18.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.35% | 348.15%-330.8pp | 276.60%-259.3pp | 302.83%-285.5pp |
| Employer contribution / active EE | $21,604 | $5,103+323.4% | $4,644+365.2% | $4,761+353.8% |
| Participant deferral / active EE | $16,404 | $7,181+128.4% | $6,842+139.8% | $5,982+174.2% |
| Admin fee / account holder | $107 | $10,807-99.0% | $9,309-98.8% | $11,246-99.0% |