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 | $101,921 | $209,336-51.3% | $197,124-48.3% | $137,256-25.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.02% | 48.09%-29.1pp | 44.34%-25.3pp | 220.34%-201.3pp |
| Employer contribution / active EE | $4,247 | $6,591-35.6% | $6,227-31.8% | $4,156+2.2% |
| Participant deferral / active EE | $10,893 | $9,614+13.3% | $9,135+19.3% | $6,407+70.0% |
| Admin fee / account holder | $117 | $17,308-99.3% | $16,298-99.3% | $12,270-99.0% |