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 | $66,963 | $115,770-42.2% | $101,248-33.9% | $158,922-57.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 19.42% | 56.14%-36.7pp | 46.47%-27.1pp | 302.83%-283.4pp |
| Employer contribution / active EE | $2,672 | $4,175-36.0% | $3,660-27.0% | $4,761-43.9% |
| Participant deferral / active EE | $6,767 | $4,957+36.5% | $4,370+54.9% | $5,982+13.1% |
| Admin fee / account holder | $15 | $7,245-99.8% | $5,945-99.7% | $11,246-99.9% |