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 5-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 | $95,272 | $100,773-5.5% | $88,946+7.1% | $142,382-33.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 15.87% | 70.18%-54.3pp | 57.82%-42.0pp | 217.08%-201.2pp |
| Employer contribution / active EE | $12,199 | $2,918+318.1% | $2,555+377.5% | $4,299+183.8% |
| Participant deferral / active EE | $11,634 | $5,230+122.4% | $4,581+153.9% | $6,507+78.8% |
| Admin fee / account holder | $16 | $9,693-99.8% | $8,261-99.8% | $12,624-99.9% |