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 4-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 | $100,420 | $163,101-38.4% | $136,749-26.6% | $142,382-29.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 26.54% | 27.54%-1.0pp | 24.33%+2.2pp | 217.08%-190.5pp |
| Employer contribution / active EE | $9,600 | $4,117+133.2% | $3,400+182.4% | $4,299+123.3% |
| Participant deferral / active EE | $16,400 | $5,585+193.7% | $4,692+249.5% | $6,507+152.0% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |