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 6-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 | $156,511 | $209,336-25.2% | $197,124-20.6% | $137,256+14.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 20.43% | 48.09%-27.7pp | 44.34%-23.9pp | 220.34%-199.9pp |
| Employer contribution / active EE | $1,703 | $6,591-74.2% | $6,227-72.6% | $4,156-59.0% |
| Participant deferral / active EE | $15,728 | $9,614+63.6% | $9,135+72.2% | $6,407+145.5% |
| Admin fee / account holder | $100 | $17,308-99.4% | $16,298-99.4% | $12,270-99.2% |