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 | $102,659 | $185,822-44.8% | $169,993-39.6% | $139,434-26.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.75% | 60.50%-41.8pp | 53.37%-34.6pp | 372.94%-354.2pp |
| Employer contribution / active EE | $15,537 | $7,590+104.7% | $6,785+129.0% | $4,751+227.0% |
| Participant deferral / active EE | $20,297 | $11,622+74.6% | $10,408+95.0% | $6,710+202.5% |
| Admin fee / account holder | $117 | $15,381-99.2% | $12,815-99.1% | $11,403-99.0% |