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 | $50,763 | $165,335-69.3% | $149,696-66.1% | $158,922-68.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.52% | 348.15%-329.6pp | 276.60%-258.1pp | 302.83%-284.3pp |
| Employer contribution / active EE | $8,925 | $5,103+74.9% | $4,644+92.2% | $4,761+87.5% |
| Participant deferral / active EE | $12,043 | $7,181+67.7% | $6,842+76.0% | $5,982+101.3% |
| Admin fee / account holder | $248 | $10,807-97.7% | $9,309-97.3% | $11,246-97.8% |