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 | $144,413 | $185,822-22.3% | $169,993-15.0% | $139,434+3.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.20% | 60.50%-44.3pp | 53.37%-37.2pp | 372.94%-356.7pp |
| Employer contribution / active EE | $6,239 | $7,590-17.8% | $6,785-8.0% | $4,751+31.3% |
| Participant deferral / active EE | $14,078 | $11,622+21.1% | $10,408+35.3% | $6,710+109.8% |
| Admin fee / account holder | $39 | $15,381-99.7% | $12,815-99.7% | $11,403-99.7% |