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 | $99,624 | $214,378-53.5% | $200,582-50.3% | $142,382-30.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.92% | 46.41%-31.5pp | 42.33%-27.4pp | 217.08%-202.2pp |
| Employer contribution / active EE | $4,073 | $6,841-40.5% | $6,419-36.5% | $4,299-5.3% |
| Participant deferral / active EE | $7,390 | $9,865-25.1% | $9,331-20.8% | $6,507+13.6% |
| Admin fee / account holder | $152 | $17,692-99.1% | $16,305-99.1% | $12,624-98.8% |