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 | $115,530 | $201,272-42.6% | $184,203-37.3% | $145,922-20.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 25.65% | 29.00%-3.3pp | 28.81%-3.2pp | 561.29%-535.6pp |
| Employer contribution / active EE | $14,849 | $7,022+111.5% | $6,427+131.0% | $4,660+218.7% |
| Participant deferral / active EE | $14,898 | $9,806+51.9% | $9,131+63.2% | $6,688+122.8% |
| Admin fee / account holder | $61 | $16,364-99.6% | $13,901-99.6% | $13,397-99.5% |