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 3-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 | $111,394 | $127,065-12.3% | $113,168-1.6% | $142,382-21.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 20.82% | 24.03%-3.2pp | 24.27%-3.4pp | 217.08%-196.3pp |
| Employer contribution / active EE | $30,446 | $3,442+784.5% | $2,975+923.3% | $4,299+608.2% |
| Participant deferral / active EE | $22,167 | $5,716+287.8% | $5,107+334.1% | $6,507+240.6% |
| Admin fee / account holder | $20 | $15,736-99.9% | $12,068-99.8% | $12,624-99.8% |