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 | $84,663 | $209,336-59.6% | $197,124-57.1% | $137,256-38.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 20.25% | 48.09%-27.8pp | 44.34%-24.1pp | 220.34%-200.1pp |
| Employer contribution / active EE | $3,866 | $6,591-41.3% | $6,227-37.9% | $4,156-7.0% |
| Participant deferral / active EE | $8,189 | $9,614-14.8% | $9,135-10.3% | $6,407+27.8% |
| Admin fee / account holder | $281 | $17,308-98.4% | $16,298-98.3% | $12,270-97.7% |