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 | $137,298 | $107,452+27.8% | $91,541+50.0% | $142,382-3.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 11.39% | 22.06%-10.7pp | 20.50%-9.1pp | 217.08%-205.7pp |
| Employer contribution / active EE | $2,585 | $2,994-13.7% | $2,505+3.2% | $4,299-39.9% |
| Participant deferral / active EE | $4,367 | $4,754-8.2% | $4,008+9.0% | $6,507-32.9% |
| Admin fee / account holder | $0 | $8,834-100.0% | $6,956-100.0% | $12,624-100.0% |