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 | $63,130 | $179,726-64.9% | $156,263-59.6% | $142,382-55.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 24.88% | 77.86%-53.0pp | 59.47%-34.6pp | 217.08%-192.2pp |
| Employer contribution / active EE | $2,556 | $5,069-49.6% | $4,333-41.0% | $4,299-40.5% |
| Participant deferral / active EE | $14,999 | $6,956+115.6% | $6,158+143.6% | $6,507+130.5% |
| Admin fee / account holder | $222 | $17,272-98.7% | $14,255-98.4% | $12,624-98.2% |