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 | $46,051 | $110,261-58.2% | $95,745-51.9% | $139,434-67.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.89% | 27.11%-14.2pp | 28.35%-15.5pp | 372.94%-360.1pp |
| Employer contribution / active EE | $2,949 | $3,257-9.5% | $2,835+4.0% | $4,751-37.9% |
| Participant deferral / active EE | $8,406 | $4,676+79.8% | $4,245+98.1% | $6,710+25.3% |
| Admin fee / account holder | $210 | $6,613-96.8% | $5,678-96.3% | $11,403-98.2% |