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 5-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 | $48,551 | $148,534-67.3% | $135,903-64.3% | $139,434-65.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.06% | 79.19%-58.1pp | 68.23%-47.2pp | 372.94%-351.9pp |
| Employer contribution / active EE | $8,441 | $5,243+61.0% | $4,856+73.8% | $4,751+77.7% |
| Participant deferral / active EE | $6,642 | $8,100-18.0% | $7,758-14.4% | $6,710-1.0% |
| Admin fee / account holder | $213 | $12,400-98.3% | $10,762-98.0% | $11,403-98.1% |