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 | $77,493 | $179,726-56.9% | $156,263-50.4% | $142,382-45.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 25.38% | 77.86%-52.5pp | 59.47%-34.1pp | 217.08%-191.7pp |
| Employer contribution / active EE | $25,319 | $5,069+399.5% | $4,333+484.3% | $4,299+488.9% |
| Participant deferral / active EE | $20,732 | $6,956+198.0% | $6,158+236.6% | $6,507+218.6% |
| Admin fee / account holder | $20 | $17,272-99.9% | $14,255-99.9% | $12,624-99.8% |