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 7-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 | $108,075 | $111,754-3.3% | $103,333+4.6% | $145,922-25.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.86% | 24.77%-11.9pp | 24.88%-12.0pp | 561.29%-548.4pp |
| Employer contribution / active EE | $16,155 | $4,212+283.5% | $3,868+317.7% | $4,660+246.7% |
| Participant deferral / active EE | $15,752 | $5,619+180.4% | $5,057+211.5% | $6,688+135.5% |
| Admin fee / account holder | $69 | $9,750-99.3% | $8,355-99.2% | $13,397-99.5% |