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 | $180,847 | $117,983+53.3% | $101,794+77.7% | $142,382+27.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 15.41% | 36.92%-21.5pp | 30.53%-15.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $24,432 | $2,773+781.1% | $2,289+967.4% | $4,299+468.3% |
| Participant deferral / active EE | $11,941 | $4,714+153.3% | $4,084+192.4% | $6,507+83.5% |
| Admin fee / account holder | $283 | $10,433-97.3% | $8,777-96.8% | $12,624-97.8% |