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 8-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 | $101,223 | $103,376-2.1% | $87,100+16.2% | $152,861-33.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 24.53% | 28.10%-3.6pp | 28.19%-3.7pp | 345.32%-320.8pp |
| Employer contribution / active EE | $3,468 | $3,220+7.7% | $2,521+37.5% | $4,762-27.2% |
| Participant deferral / active EE | $12,469 | $4,778+161.0% | $4,049+208.0% | $5,850+113.1% |
| Admin fee / account holder | $211 | $12,205-98.3% | $7,497-97.2% | $11,596-98.2% |