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 | $129,913 | $214,378-39.4% | $200,582-35.2% | $142,382-8.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.95% | 46.41%-29.5pp | 42.33%-25.4pp | 217.08%-200.1pp |
| Employer contribution / active EE | $16,813 | $6,841+145.7% | $6,419+161.9% | $4,299+291.1% |
| Participant deferral / active EE | $14,275 | $9,865+44.7% | $9,331+53.0% | $6,507+119.4% |
| Admin fee / account holder | $12 | $17,692-99.9% | $16,305-99.9% | $12,624-99.9% |