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 | $45,212 | $118,450-61.8% | $98,439-54.1% | $139,434-67.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 79.31% | 18.94%+60.4pp | 21.16%+58.2pp | 372.94%-293.6pp |
| Employer contribution / active EE | $3,687 | $3,609+2.1% | $3,048+20.9% | $4,751-22.4% |
| Participant deferral / active EE | $10,029 | $5,392+86.0% | $4,738+111.7% | $6,710+49.5% |
| Admin fee / account holder | $42 | $14,026-99.7% | $8,948-99.5% | $11,403-99.6% |