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 | $129,401 | $117,983+9.7% | $101,794+27.1% | $142,382-9.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 17.17% | 36.92%-19.7pp | 30.53%-13.4pp | 217.08%-199.9pp |
| Employer contribution / active EE | $5,317 | $2,773+91.7% | $2,289+132.3% | $4,299+23.7% |
| Participant deferral / active EE | $7,464 | $4,714+58.3% | $4,084+82.8% | $6,507+14.7% |
| Admin fee / account holder | $3 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |