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 | $176,566 | $114,381+54.4% | $107,525+64.2% | $142,382+24.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.18% | 242.71%-224.5pp | 181.32%-163.1pp | 217.08%-198.9pp |
| Employer contribution / active EE | $4,253 | $4,015+5.9% | $3,754+13.3% | $4,299-1.1% |
| Participant deferral / active EE | $5,978 | $5,564+7.4% | $5,116+16.9% | $6,507-8.1% |
| Admin fee / account holder | $84 | $9,860-99.1% | $8,919-99.1% | $12,624-99.3% |