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 | $71,187 | $159,934-55.5% | $147,005-51.6% | $145,959-51.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.85% | 98.24%-86.4pp | 418.76%-406.9pp | 561.95%-550.1pp |
| Employer contribution / active EE | $6,007 | $5,287+13.6% | $4,934+21.7% | $4,661+28.9% |
| Participant deferral / active EE | $9,011 | $8,427+6.9% | $8,070+11.7% | $6,689+34.7% |
| Admin fee / account holder | $77 | $15,053-99.5% | $13,006-99.4% | $13,398-99.4% |