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 3-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 | $93,764 | $100,773-7.0% | $88,946+5.4% | $142,382-34.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 25.71% | 70.18%-44.5pp | 57.82%-32.1pp | 217.08%-191.4pp |
| Employer contribution / active EE | $3,198 | $2,918+9.6% | $2,555+25.2% | $4,299-25.6% |
| Participant deferral / active EE | $19,988 | $5,230+282.2% | $4,581+336.3% | $6,507+207.2% |
| Admin fee / account holder | $160 | $9,693-98.3% | $8,261-98.1% | $12,624-98.7% |