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 | $78,178 | $148,534-47.4% | $135,903-42.5% | $139,434-43.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 27.36% | 79.19%-51.8pp | 68.23%-40.9pp | 372.94%-345.6pp |
| Employer contribution / active EE | $11,191 | $5,243+113.4% | $4,856+130.4% | $4,751+135.6% |
| Participant deferral / active EE | $7,721 | $8,100-4.7% | $7,758-0.5% | $6,710+15.1% |
| Admin fee / account holder | $254 | $12,400-97.9% | $10,762-97.6% | $11,403-97.8% |