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 | $65,208 | $95,266-31.6% | $82,389-20.9% | $142,382-54.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 21.13% | 25.74%-4.6pp | 28.67%-7.5pp | 217.08%-195.9pp |
| Employer contribution / active EE | $3,895 | $2,991+30.2% | $2,517+54.7% | $4,299-9.4% |
| Participant deferral / active EE | $4,283 | $4,809-10.9% | $4,155+3.1% | $6,507-34.2% |
| Admin fee / account holder | $246 | $8,563-97.1% | $7,231-96.6% | $12,624-98.1% |