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 3-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 | $61,217 | $159,602-61.6% | $150,045-59.2% | $142,382-57.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.54% | 70.24%-51.7pp | 62.55%-44.0pp | 217.08%-198.5pp |
| Employer contribution / active EE | $9,151 | $4,961+84.5% | $4,693+95.0% | $4,299+112.9% |
| Participant deferral / active EE | $11,603 | $8,310+39.6% | $7,997+45.1% | $6,507+78.3% |
| Admin fee / account holder | $153 | $14,846-99.0% | $13,435-98.9% | $12,624-98.8% |