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 3-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 | $67,924 | $107,452-36.8% | $91,541-25.8% | $142,382-52.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 22.41% | 22.06%+0.4pp | 20.50%+1.9pp | 217.08%-194.7pp |
| Employer contribution / active EE | $5,596 | $2,994+86.9% | $2,505+123.4% | $4,299+30.2% |
| Participant deferral / active EE | $15,328 | $4,754+222.4% | $4,008+282.5% | $6,507+135.6% |
| Admin fee / account holder | $0 | $8,834-100.0% | $6,956-100.0% | $12,624-100.0% |