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 | $195,435 | $114,381+70.9% | $107,525+81.8% | $142,382+37.3% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 15.03% | 242.71%-227.7pp | 181.32%-166.3pp | 217.08%-202.0pp |
| Employer contribution / active EE | $22,767 | $4,015+467.1% | $3,754+506.5% | $4,299+429.6% |
| Participant deferral / active EE | $12,672 | $5,564+127.7% | $5,116+147.7% | $6,507+94.7% |
| Admin fee / account holder | $16 | $9,860-99.8% | $8,919-99.8% | $12,624-99.9% |