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 8-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 | $102,824 | $214,378-52.0% | $200,582-48.7% | $142,382-27.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.78% | 46.41%-26.6pp | 42.33%-22.6pp | 217.08%-197.3pp |
| Employer contribution / active EE | $4,657 | $6,841-31.9% | $6,419-27.5% | $4,299+8.3% |
| Participant deferral / active EE | $5,587 | $9,865-43.4% | $9,331-40.1% | $6,507-14.1% |
| Admin fee / account holder | $73 | $17,692-99.6% | $16,305-99.6% | $12,624-99.4% |