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 7-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 | $178,129 | $185,822-4.1% | $169,993+4.8% | $139,434+27.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.25% | 60.50%-41.3pp | 53.37%-34.1pp | 372.94%-353.7pp |
| Employer contribution / active EE | $12,414 | $7,590+63.6% | $6,785+83.0% | $4,751+161.3% |
| Participant deferral / active EE | $12,049 | $11,622+3.7% | $10,408+15.8% | $6,710+79.6% |
| Admin fee / account holder | $54 | $15,381-99.6% | $12,815-99.6% | $11,403-99.5% |