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 | $164,471 | $201,272-18.3% | $184,203-10.7% | $145,922+12.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.31% | 29.00%-14.7pp | 28.81%-14.5pp | 561.29%-547.0pp |
| Employer contribution / active EE | $26,252 | $7,022+273.9% | $6,427+308.5% | $4,660+463.4% |
| Participant deferral / active EE | $20,867 | $9,806+112.8% | $9,131+128.5% | $6,688+212.0% |
| Admin fee / account holder | $223 | $16,364-98.6% | $13,901-98.4% | $13,397-98.3% |