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 | $106,073 | $154,228-31.2% | $145,433-27.1% | $137,256-22.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.52% | 74.59%-60.1pp | 66.58%-52.1pp | 220.34%-205.8pp |
| Employer contribution / active EE | $1,446 | $4,804-69.9% | $4,554-68.2% | $4,156-65.2% |
| Participant deferral / active EE | $16,168 | $8,216+96.8% | $7,897+104.7% | $6,407+152.4% |
| Admin fee / account holder | $97 | $14,344-99.3% | $13,129-99.3% | $12,270-99.2% |