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 5-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 | $115,423 | $214,378-46.2% | $200,582-42.5% | $142,382-18.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 26.21% | 46.41%-20.2pp | 42.33%-16.1pp | 217.08%-190.9pp |
| Employer contribution / active EE | $10,875 | $6,841+59.0% | $6,419+69.4% | $4,299+153.0% |
| Participant deferral / active EE | $14,756 | $9,865+49.6% | $9,331+58.1% | $6,507+126.8% |
| Admin fee / account holder | $13 | $17,692-99.9% | $16,305-99.9% | $12,624-99.9% |