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 | $89,183 | $87,166+2.3% | $76,735+16.2% | $137,256-35.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 20.59% | 26.50%-5.9pp | 29.77%-9.2pp | 220.34%-199.8pp |
| Employer contribution / active EE | $6,290 | $2,904+116.6% | $2,454+156.3% | $4,156+51.3% |
| Participant deferral / active EE | $4,183 | $4,726-11.5% | $4,088+2.3% | $6,407-34.7% |
| Admin fee / account holder | $20 | $8,403-99.8% | $7,189-99.7% | $12,270-99.8% |