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 | $72,105 | $214,378-66.4% | $200,582-64.1% | $142,382-49.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.36% | 46.41%-27.0pp | 42.33%-23.0pp | 217.08%-197.7pp |
| Employer contribution / active EE | $12,201 | $6,841+78.3% | $6,419+90.1% | $4,299+183.8% |
| Participant deferral / active EE | $11,935 | $9,865+21.0% | $9,331+27.9% | $6,507+83.4% |
| Admin fee / account holder | $195 | $17,692-98.9% | $16,305-98.8% | $12,624-98.5% |