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 | $69,877 | $113,339-38.3% | $94,993-26.4% | $147,584-52.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 19.86% | 20.77%-0.9pp | 27.12%-7.3pp | 578.55%-558.7pp |
| Employer contribution / active EE | $2,111 | $3,160-33.2% | $2,603-18.9% | $4,876-56.7% |
| Participant deferral / active EE | $7,420 | $3,777+96.4% | $3,317+123.7% | $5,439+36.4% |
| Admin fee / account holder | $16 | $6,063-99.7% | $4,960-99.7% | $10,885-99.9% |