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 8-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 | $129,380 | $177,572-27.1% | $154,803-16.4% | $142,382-9.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.69% | 65.07%-44.4pp | 58.88%-38.2pp | 217.08%-196.4pp |
| Employer contribution / active EE | $2,918 | $4,810-39.3% | $4,305-32.2% | $4,299-32.1% |
| Participant deferral / active EE | $12,629 | $6,272+101.4% | $5,540+127.9% | $6,507+94.1% |
| Admin fee / account holder | $55 | $16,786-99.7% | $14,329-99.6% | $12,624-99.6% |