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 4-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 | $65,372 | $201,272-67.5% | $184,203-64.5% | $145,922-55.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.08% | 29.00%-17.9pp | 28.81%-17.7pp | 561.29%-550.2pp |
| Employer contribution / active EE | $5,018 | $7,022-28.5% | $6,427-21.9% | $4,660+7.7% |
| Participant deferral / active EE | $3,185 | $9,806-67.5% | $9,131-65.1% | $6,688-52.4% |
| Admin fee / account holder | $220 | $16,364-98.7% | $13,901-98.4% | $13,397-98.4% |