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 | $110,442 | $111,754-1.2% | $103,333+6.9% | $145,922-24.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.60% | 24.77%-12.2pp | 24.88%-12.3pp | 561.29%-548.7pp |
| Employer contribution / active EE | $8,575 | $4,212+103.6% | $3,868+121.7% | $4,660+84.0% |
| Participant deferral / active EE | $16,531 | $5,619+194.2% | $5,057+226.9% | $6,688+147.2% |
| Admin fee / account holder | $151 | $9,750-98.4% | $8,355-98.2% | $13,397-98.9% |