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 | $171,099 | $209,336-18.3% | $197,124-13.2% | $137,256+24.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.05% | 48.09%-33.0pp | 44.34%-29.3pp | 220.34%-205.3pp |
| Employer contribution / active EE | $11,173 | $6,591+69.5% | $6,227+79.4% | $4,156+168.8% |
| Participant deferral / active EE | $22,286 | $9,614+131.8% | $9,135+144.0% | $6,407+247.8% |
| Admin fee / account holder | $71 | $17,308-99.6% | $16,298-99.6% | $12,270-99.4% |