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 | $61,449 | $172,111-64.3% | $150,298-59.1% | $137,256-55.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 31.37% | 69.37%-38.0pp | 62.79%-31.4pp | 220.34%-189.0pp |
| Employer contribution / active EE | $13,527 | $4,636+191.8% | $4,154+225.6% | $4,156+225.5% |
| Participant deferral / active EE | $10,413 | $6,166+68.9% | $5,453+91.0% | $6,407+62.5% |
| Admin fee / account holder | $179 | $16,471-98.9% | $14,116-98.7% | $12,270-98.5% |