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 7-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 | $101,186 | $178,174-43.2% | $156,181-35.2% | $137,256-26.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 18.18% | 84.19%-66.0pp | 64.87%-46.7pp | 220.34%-202.2pp |
| Employer contribution / active EE | $6,724 | $4,972+35.3% | $4,294+56.6% | $4,156+61.8% |
| Participant deferral / active EE | $15,315 | $6,888+122.4% | $6,132+149.8% | $6,407+139.0% |
| Admin fee / account holder | $296 | $17,404-98.3% | $14,586-98.0% | $12,270-97.6% |