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 5-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 | $102,761 | $106,749-3.7% | $145,433-29.3% | $82,448+24.6% |
| Participation rate | 94.9% | 75.6%+19.2pp | 82.1%+12.8pp | 68.1%+26.8pp |
| Annual return | 21.15% | 27.59%-6.4pp | 66.58%-45.4pp | 41.64%-20.5pp |
| Employer contribution / active EE | $7,910 | $3,444+129.6% | $4,554+73.7% | $2,551+210.1% |
| Participant deferral / active EE | $15,569 | $6,519+138.8% | $7,897+97.1% | $4,139+276.1% |
| Admin fee / account holder | $0 | $8,390-100.0% | $13,129-100.0% | $7,234-100.0% |