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 | $214,378-60.5% | $200,582-57.8% | $142,382-40.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.25% | 46.41%-26.2pp | 42.33%-22.1pp | 217.08%-196.8pp |
| Employer contribution / active EE | $3,866 | $6,841-43.5% | $6,419-39.8% | $4,299-10.1% |
| Participant deferral / active EE | $8,189 | $9,865-17.0% | $9,331-12.2% | $6,507+25.8% |
| Admin fee / account holder | $281 | $17,692-98.4% | $16,305-98.3% | $12,624-97.8% |