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 | $214,378-69.9% | $200,582-67.8% | $142,382-54.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.33% | 46.41%-30.1pp | 42.33%-26.0pp | 217.08%-200.7pp |
| Employer contribution / active EE | $7,219 | $6,841+5.5% | $6,419+12.5% | $4,299+67.9% |
| Participant deferral / active EE | $8,799 | $9,865-10.8% | $9,331-5.7% | $6,507+35.2% |
| Admin fee / account holder | $148 | $17,692-99.2% | $16,305-99.1% | $12,624-98.8% |