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 3-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 | $93,517 | $201,259-53.5% | $184,200-49.2% | $145,959-35.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.11% | 28.98%-11.9pp | 28.80%-11.7pp | 561.95%-544.8pp |
| Employer contribution / active EE | $1,489 | $7,018-78.8% | $6,424-76.8% | $4,661-68.1% |
| Participant deferral / active EE | $20,612 | $9,806+110.2% | $9,132+125.7% | $6,689+208.2% |
| Admin fee / account holder | $20 | $16,372-99.9% | $13,907-99.9% | $13,398-99.9% |