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 | $172,386 | $179,726-4.1% | $156,263+10.3% | $142,382+21.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 19.14% | 77.86%-58.7pp | 59.47%-40.3pp | 217.08%-197.9pp |
| Employer contribution / active EE | $3,701 | $5,069-27.0% | $4,333-14.6% | $4,299-13.9% |
| Participant deferral / active EE | $7,752 | $6,956+11.4% | $6,158+25.9% | $6,507+19.1% |
| Admin fee / account holder | $89 | $17,272-99.5% | $14,255-99.4% | $12,624-99.3% |