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 5-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 | $95,114 | $177,572-46.4% | $154,803-38.6% | $142,382-33.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.28% | 65.07%-44.8pp | 58.88%-38.6pp | 217.08%-196.8pp |
| Employer contribution / active EE | $1,753 | $4,810-63.6% | $4,305-59.3% | $4,299-59.2% |
| Participant deferral / active EE | $9,603 | $6,272+53.1% | $5,540+73.3% | $6,507+47.6% |
| Admin fee / account holder | $208 | $16,786-98.8% | $14,329-98.6% | $12,624-98.4% |