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 5-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 | $110,445 | $214,378-48.5% | $200,582-44.9% | $142,382-22.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.61% | 46.41%-30.8pp | 42.33%-26.7pp | 217.08%-201.5pp |
| Employer contribution / active EE | $4,603 | $6,841-32.7% | $6,419-28.3% | $4,299+7.1% |
| Participant deferral / active EE | $18,465 | $9,865+87.2% | $9,331+97.9% | $6,507+183.8% |
| Admin fee / account holder | $35 | $17,692-99.8% | $16,305-99.8% | $12,624-99.7% |