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 6-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 | $127,530 | $201,272-36.6% | $184,203-30.8% | $145,922-12.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.00% | 29.00%-15.0pp | 28.81%-14.8pp | 561.29%-547.3pp |
| Employer contribution / active EE | $12,382 | $7,022+76.3% | $6,427+92.7% | $4,660+165.7% |
| Participant deferral / active EE | $17,528 | $9,806+78.7% | $9,131+92.0% | $6,688+162.1% |
| Admin fee / account holder | $234 | $16,364-98.6% | $13,901-98.3% | $13,397-98.3% |