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 9-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 | $223,313 | $209,336+6.7% | $197,124+13.3% | $137,256+62.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.06% | 48.09%-30.0pp | 44.34%-26.3pp | 220.34%-202.3pp |
| Employer contribution / active EE | $2,983 | $6,591-54.7% | $6,227-52.1% | $4,156-28.2% |
| Participant deferral / active EE | $11,138 | $9,614+15.9% | $9,135+21.9% | $6,407+73.8% |
| Admin fee / account holder | $185 | $17,308-98.9% | $16,298-98.9% | $12,270-98.5% |