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 | $168,040 | $107,452+56.4% | $91,541+83.6% | $142,382+18.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 12.11% | 22.06%-9.9pp | 20.50%-8.4pp | 217.08%-205.0pp |
| Employer contribution / active EE | $3,613 | $2,994+20.7% | $2,505+44.3% | $4,299-15.9% |
| Participant deferral / active EE | $13,164 | $4,754+176.9% | $4,008+228.5% | $6,507+102.3% |
| Admin fee / account holder | $17 | $8,834-99.8% | $6,956-99.8% | $12,624-99.9% |