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 | $124,704 | $118,427+5.3% | $66,042+88.8% | $142,382-12.4% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 26.53% | 35.57%-9.0pp | 52.11%-25.6pp | 217.08%-190.5pp |
| Employer contribution / active EE | $1,574 | $2,570-38.7% | $1,579-0.3% | $4,299-63.4% |
| Participant deferral / active EE | $30,866 | $4,311+615.9% | $2,835+988.6% | $6,507+374.3% |
| Admin fee / account holder | $18 | $9,593-99.8% | $5,747-99.7% | $12,624-99.9% |