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 | $53,519 | $159,602-66.5% | $150,045-64.3% | $142,382-62.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.10% | 70.24%-52.1pp | 62.55%-44.4pp | 217.08%-199.0pp |
| Employer contribution / active EE | $3,093 | $4,961-37.6% | $4,693-34.1% | $4,299-28.1% |
| Participant deferral / active EE | $7,614 | $8,310-8.4% | $7,997-4.8% | $6,507+17.0% |
| Admin fee / account holder | $37 | $14,846-99.7% | $13,435-99.7% | $12,624-99.7% |