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 | $181,722 | $214,378-15.2% | $200,582-9.4% | $142,382+27.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.28% | 46.41%-25.1pp | 42.33%-21.0pp | 217.08%-195.8pp |
| Employer contribution / active EE | $8,966 | $6,841+31.1% | $6,419+39.7% | $4,299+108.6% |
| Participant deferral / active EE | $17,880 | $9,865+81.3% | $9,331+91.6% | $6,507+174.8% |
| Admin fee / account holder | $184 | $17,692-99.0% | $16,305-98.9% | $12,624-98.5% |