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 3-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 | $80,695 | $159,602-49.4% | $150,045-46.2% | $142,382-43.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.08% | 70.24%-52.2pp | 62.55%-44.5pp | 217.08%-199.0pp |
| Employer contribution / active EE | $2,617 | $4,961-47.2% | $4,693-44.2% | $4,299-39.1% |
| Participant deferral / active EE | $16,855 | $8,310+102.8% | $7,997+110.8% | $6,507+159.0% |
| Admin fee / account holder | $221 | $14,846-98.5% | $13,435-98.4% | $12,624-98.2% |