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 | $120,250 | $159,602-24.7% | $150,045-19.9% | $142,382-15.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.74% | 70.24%-54.5pp | 62.55%-46.8pp | 217.08%-201.3pp |
| Employer contribution / active EE | $9,111 | $4,961+83.7% | $4,693+94.1% | $4,299+111.9% |
| Participant deferral / active EE | $18,802 | $8,310+126.2% | $7,997+135.1% | $6,507+188.9% |
| Admin fee / account holder | $91 | $14,846-99.4% | $13,435-99.3% | $12,624-99.3% |