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 7-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 | $103,697 | $154,117-32.7% | $129,995-20.2% | $139,434-25.6% |
| Participation rate | 85.7% | 82.0%+3.8pp | 78.5%+7.2pp | 80.3%+5.4pp |
| Annual return | 22.18% | 32.48%-10.3pp | -137.18%+159.4pp | 372.94%-350.8pp |
| Employer contribution / active EE | $14,218 | $5,289+168.8% | $4,320+229.2% | $4,751+199.3% |
| Participant deferral / active EE | $11,006 | $6,710+64.0% | $5,820+89.1% | $6,710+64.0% |
| Admin fee / account holder | $143 | $14,007-99.0% | $10,614-98.7% | $11,403-98.7% |