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 | $125,814 | $106,515+18.1% | $96,683+30.1% | $139,434-9.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 23.78% | 38.43%-14.6pp | 35.69%-11.9pp | 372.94%-349.2pp |
| Employer contribution / active EE | $21,461 | $4,103+423.1% | $3,737+474.3% | $4,751+351.7% |
| Participant deferral / active EE | $11,193 | $5,454+105.2% | $4,878+129.4% | $6,710+66.8% |
| Admin fee / account holder | $4 | $7,877-99.9% | $6,730-99.9% | $11,403-100.0% |