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 4-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 | $64,604 | $209,336-69.1% | $197,124-67.2% | $137,256-52.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.33% | 48.09%-31.8pp | 44.34%-28.0pp | 220.34%-204.0pp |
| Employer contribution / active EE | $7,219 | $6,591+9.5% | $6,227+15.9% | $4,156+73.7% |
| Participant deferral / active EE | $8,799 | $9,614-8.5% | $9,135-3.7% | $6,407+37.3% |
| Admin fee / account holder | $148 | $17,308-99.1% | $16,298-99.1% | $12,270-98.8% |