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 7-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 | $205,481 | $99,918+105.7% | $81,382+152.5% | $145,922+40.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 10.74% | 34.32%-23.6pp | 24.73%-14.0pp | 561.29%-550.5pp |
| Employer contribution / active EE | $3,269 | $2,978+9.8% | $2,463+32.7% | $4,660-29.9% |
| Participant deferral / active EE | $12,395 | $4,605+169.2% | $3,883+219.2% | $6,688+85.3% |
| Admin fee / account holder | $106 | $8,212-98.7% | $5,768-98.2% | $13,397-99.2% |