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 4-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 | $194,930 | $201,272-3.2% | $184,203+5.8% | $145,922+33.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.77% | 29.00%-9.2pp | 28.81%-9.0pp | 561.29%-541.5pp |
| Employer contribution / active EE | $1,942 | $7,022-72.3% | $6,427-69.8% | $4,660-58.3% |
| Participant deferral / active EE | $8,494 | $9,806-13.4% | $9,131-7.0% | $6,688+27.0% |
| Admin fee / account holder | $176 | $16,364-98.9% | $13,901-98.7% | $13,397-98.7% |