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 | $247,208 | $163,101+51.6% | $136,749+80.8% | $142,382+73.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 16.26% | 27.54%-11.3pp | 24.33%-8.1pp | 217.08%-200.8pp |
| Employer contribution / active EE | $4,425 | $4,117+7.5% | $3,400+30.2% | $4,299+2.9% |
| Participant deferral / active EE | $60,375 | $5,585+981.1% | $4,692+1186.8% | $6,507+827.8% |
| Admin fee / account holder | $228 | $14,318-98.4% | $11,386-98.0% | $12,624-98.2% |