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 6-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 | $143,369 | $201,272-28.8% | $184,203-22.2% | $145,922-1.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 24.07% | 29.00%-4.9pp | 28.81%-4.7pp | 561.29%-537.2pp |
| Employer contribution / active EE | $13,431 | $7,022+91.3% | $6,427+109.0% | $4,660+188.2% |
| Participant deferral / active EE | $22,148 | $9,806+125.9% | $9,131+142.6% | $6,688+231.2% |
| Admin fee / account holder | $184 | $16,364-98.9% | $13,901-98.7% | $13,397-98.6% |