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 6-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 | $153,766 | $210,648-27.0% | $177,989-13.6% | $145,922+5.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.40% | 385.86%-372.5pp | 294.48%-281.1pp | 561.29%-547.9pp |
| Employer contribution / active EE | $2,507 | $4,565-45.1% | $3,949-36.5% | $4,660-46.2% |
| Participant deferral / active EE | $6,198 | $6,958-10.9% | $6,276-1.2% | $6,688-7.3% |
| Admin fee / account holder | $20 | $12,013-99.8% | $10,363-99.8% | $13,397-99.9% |