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 | $103,767 | $107,452-3.4% | $91,541+13.4% | $142,382-27.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 20.95% | 22.06%-1.1pp | 20.50%+0.5pp | 217.08%-196.1pp |
| Employer contribution / active EE | $5,018 | $2,994+67.6% | $2,505+100.3% | $4,299+16.7% |
| Participant deferral / active EE | $19,993 | $4,754+320.5% | $4,008+398.8% | $6,507+207.2% |
| Admin fee / account holder | $0 | $8,834-100.0% | $6,956-100.0% | $12,624-100.0% |