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 6-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 | $59,098 | $97,125-39.2% | $86,233-31.5% | $137,256-56.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 12.98% | 74.19%-61.2pp | 61.39%-48.4pp | 220.34%-207.4pp |
| Employer contribution / active EE | $2,048 | $2,841-27.9% | $2,504-18.2% | $4,156-50.7% |
| Participant deferral / active EE | $8,190 | $5,180+58.1% | $4,559+79.6% | $6,407+27.8% |
| Admin fee / account holder | $233 | $9,725-97.6% | $8,342-97.2% | $12,270-98.1% |