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 | $114,657 | $118,427-3.2% | $66,042+73.6% | $142,382-19.5% |
| Participation rate | 80.0% | 68.1%+11.9pp | 67.5%+12.5pp | 80.1%-0.1pp |
| Annual return | 21.41% | 35.57%-14.2pp | 52.11%-30.7pp | 217.08%-195.7pp |
| Employer contribution / active EE | $6,331 | $2,570+146.4% | $1,579+300.9% | $4,299+47.3% |
| Participant deferral / active EE | $6,331 | $4,311+46.9% | $2,835+123.3% | $6,507-2.7% |
| Admin fee / account holder | $20 | $9,593-99.8% | $5,747-99.7% | $12,624-99.8% |