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 5-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 | $126,652 | $201,272-37.1% | $184,203-31.2% | $145,922-13.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.77% | 29.00%-9.2pp | 28.81%-9.0pp | 561.29%-541.5pp |
| Employer contribution / active EE | $1,864 | $7,022-73.4% | $6,427-71.0% | $4,660-60.0% |
| Participant deferral / active EE | $10,222 | $9,806+4.2% | $9,131+11.9% | $6,688+52.8% |
| Admin fee / account holder | $17 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |