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 | $52,764 | $148,534-64.5% | $135,903-61.2% | $139,434-62.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.16% | 79.19%-55.0pp | 68.23%-44.1pp | 372.94%-348.8pp |
| Employer contribution / active EE | $3,308 | $5,243-36.9% | $4,856-31.9% | $4,751-30.4% |
| Participant deferral / active EE | $27,542 | $8,100+240.0% | $7,758+255.0% | $6,710+310.5% |
| Admin fee / account holder | $20 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |