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 | $142,514 | $201,272-29.2% | $184,203-22.6% | $145,922-2.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.02% | 29.00%-18.0pp | 28.81%-17.8pp | 561.29%-550.3pp |
| Employer contribution / active EE | $13,880 | $7,022+97.7% | $6,427+116.0% | $4,660+197.9% |
| Participant deferral / active EE | $14,349 | $9,806+46.3% | $9,131+57.1% | $6,688+114.6% |
| Admin fee / account holder | $202 | $16,364-98.8% | $13,901-98.5% | $13,397-98.5% |