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 | $101,464 | $163,101-37.8% | $136,749-25.8% | $142,382-28.7% |
| Participation rate | 85.7% | 78.2%+7.5pp | 72.1%+13.6pp | 80.1%+5.6pp |
| Annual return | 24.05% | 27.54%-3.5pp | 24.33%-0.3pp | 217.08%-193.0pp |
| Employer contribution / active EE | $12,008 | $4,117+191.7% | $3,400+253.2% | $4,299+179.3% |
| Participant deferral / active EE | $3,357 | $5,585-39.9% | $4,692-28.5% | $6,507-48.4% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |