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 | $120,065 | $106,515+12.7% | $96,683+24.2% | $139,434-13.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.30% | 38.43%-26.1pp | 35.69%-23.4pp | 372.94%-360.6pp |
| Employer contribution / active EE | $9,562 | $4,103+133.1% | $3,737+155.9% | $4,751+101.3% |
| Participant deferral / active EE | $5,120 | $5,454-6.1% | $4,878+5.0% | $6,710-23.7% |
| Admin fee / account holder | $15 | $7,877-99.8% | $6,730-99.8% | $11,403-99.9% |