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 | $110,547 | $81,248+36.1% | $155,509-28.9% | $80,856+36.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.17% | 33.31%-21.1pp | 64.67%-52.5pp | 35.59%-23.4pp |
| Employer contribution / active EE | $5,991 | $3,100+93.2% | $4,672+28.2% | $2,755+117.5% |
| Participant deferral / active EE | $6,101 | $3,452+76.8% | $5,626+8.4% | $4,296+42.0% |
| Admin fee / account holder | $271 | $7,997-96.6% | $15,912-98.3% | $6,918-96.1% |