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 5-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 | $71,827 | $209,336-65.7% | $197,124-63.6% | $137,256-47.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 21.70% | 48.09%-26.4pp | 44.34%-22.6pp | 220.34%-198.6pp |
| Employer contribution / active EE | $9,358 | $6,591+42.0% | $6,227+50.3% | $4,156+125.2% |
| Participant deferral / active EE | $10,568 | $9,614+9.9% | $9,135+15.7% | $6,407+64.9% |
| Admin fee / account holder | $96 | $17,308-99.4% | $16,298-99.4% | $12,270-99.2% |