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 | $118,702 | $100,970+17.6% | $96,576+22.9% | $137,256-13.5% |
| Participation rate | 75.0% | 82.6%-7.6pp | 81.4%-6.4pp | 80.0%-5.0pp |
| Annual return | 18.86% | 38.16%-19.3pp | 38.47%-19.6pp | 220.34%-201.5pp |
| Employer contribution / active EE | $8,837 | $3,809+132.0% | $3,553+148.7% | $4,156+112.6% |
| Participant deferral / active EE | $6,792 | $8,286-18.0% | $7,956-14.6% | $6,407+6.0% |
| Admin fee / account holder | $20 | $11,312-99.8% | $11,381-99.8% | $12,270-99.8% |