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 | $98,406 | $111,754-11.9% | $103,333-4.8% | $145,922-32.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.26% | 24.77%-7.5pp | 24.88%-7.6pp | 561.29%-544.0pp |
| Employer contribution / active EE | $14,628 | $4,212+247.2% | $3,868+278.2% | $4,660+213.9% |
| Participant deferral / active EE | $11,482 | $5,619+104.4% | $5,057+127.0% | $6,688+71.7% |
| Admin fee / account holder | $164 | $9,750-98.3% | $8,355-98.0% | $13,397-98.8% |