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 | $123,244 | $107,452+14.7% | $91,541+34.6% | $142,382-13.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 21.15% | 22.06%-0.9pp | 20.50%+0.6pp | 217.08%-195.9pp |
| Employer contribution / active EE | $2,254 | $2,994-24.7% | $2,505-10.0% | $4,299-47.6% |
| Participant deferral / active EE | $9,219 | $4,754+93.9% | $4,008+130.0% | $6,507+41.7% |
| Admin fee / account holder | $0 | $8,834-100.0% | $6,956-100.0% | $12,624-100.0% |