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 9-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 | $57,666 | $197,591-70.8% | $177,821-67.6% | $158,922-63.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 17.74% | 58.76%-41.0pp | 48.32%-30.6pp | 302.83%-285.1pp |
| Employer contribution / active EE | $3,041 | $6,697-54.6% | $5,918-48.6% | $4,761-36.1% |
| Participant deferral / active EE | $13,257 | $8,405+57.7% | $7,714+71.9% | $5,982+121.6% |
| Admin fee / account holder | $99 | $15,399-99.4% | $12,427-99.2% | $11,246-99.1% |