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 | $69,610 | $238,490-70.8% | $180,183-61.4% | $142,382-51.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 24.47% | 33.56%-9.1pp | 27.86%-3.4pp | 217.08%-192.6pp |
| Employer contribution / active EE | $10,612 | $6,143+72.8% | $5,039+110.6% | $4,299+146.9% |
| Participant deferral / active EE | $13,189 | $7,996+64.9% | $6,822+93.3% | $6,507+102.7% |
| Admin fee / account holder | $236 | $28,866-99.2% | $19,975-98.8% | $12,624-98.1% |