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 7-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 | $107,249 | $101,618+5.5% | $93,063+15.2% | $137,256-21.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 19.61% | 223.95%-204.3pp | 34.15%-14.5pp | 220.34%-200.7pp |
| Employer contribution / active EE | $4,924 | $2,707+81.9% | $2,476+98.9% | $4,156+18.5% |
| Participant deferral / active EE | $9,828 | $4,279+129.7% | $3,958+148.3% | $6,407+53.4% |
| Admin fee / account holder | $97 | $6,198-98.4% | $6,033-98.4% | $12,270-99.2% |