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 | $135,473 | $165,984-18.4% | $164,813-17.8% | $145,922-7.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.58% | 100.03%-84.5pp | 69.93%-54.3pp | 561.29%-545.7pp |
| Employer contribution / active EE | $3,758 | $5,273-28.7% | $4,341-13.4% | $4,660-19.3% |
| Participant deferral / active EE | $10,832 | $6,959+55.7% | $6,031+79.6% | $6,688+62.0% |
| Admin fee / account holder | $284 | $16,648-98.3% | $12,690-97.8% | $13,397-97.9% |