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 | $74,134 | $148,534-50.1% | $135,903-45.5% | $139,434-46.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.43% | 79.19%-56.8pp | 68.23%-45.8pp | 372.94%-350.5pp |
| Employer contribution / active EE | $3,820 | $5,243-27.1% | $4,856-21.3% | $4,751-19.6% |
| Participant deferral / active EE | $23,597 | $8,100+191.3% | $7,758+204.2% | $6,710+251.7% |
| Admin fee / account holder | $242 | $12,400-98.0% | $10,762-97.7% | $11,403-97.9% |