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 3-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 | $125,157 | $159,602-21.6% | $150,045-16.6% | $142,382-12.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.08% | 70.24%-50.2pp | 62.55%-42.5pp | 217.08%-197.0pp |
| Employer contribution / active EE | $1,139 | $4,961-77.0% | $4,693-75.7% | $4,299-73.5% |
| Participant deferral / active EE | $16,248 | $8,310+95.5% | $7,997+103.2% | $6,507+149.7% |
| Admin fee / account holder | $194 | $14,846-98.7% | $13,435-98.6% | $12,624-98.5% |