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 | $99,149 | $201,259-50.7% | $184,200-46.2% | $145,959-32.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.63% | 28.98%-13.3pp | 28.80%-13.2pp | 561.95%-546.3pp |
| Employer contribution / active EE | $9,651 | $7,018+37.5% | $6,424+50.2% | $4,661+107.1% |
| Participant deferral / active EE | $13,013 | $9,806+32.7% | $9,132+42.5% | $6,689+94.5% |
| Admin fee / account holder | $154 | $16,372-99.1% | $13,907-98.9% | $13,398-98.9% |