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 9-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 | $187,861 | $96,557+94.6% | $80,975+132.0% | $273,961-31.4% |
| Participation rate | 90.0% | 79.1%+10.9pp | 75.8%+14.2pp | 83.0%+7.0pp |
| Annual return | 7.15% | 15.14%-8.0pp | 17.10%-10.0pp | 41.45%-34.3pp |
| Employer contribution / active EE | $3,979 | $4,868-18.3% | $3,714+7.1% | $4,869-18.3% |
| Participant deferral / active EE | $15,363 | $6,598+132.9% | $5,696+169.7% | $5,287+190.6% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |