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 | $44,845 | $148,534-69.8% | $135,903-67.0% | $139,434-67.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.46% | 79.19%-58.7pp | 68.23%-47.8pp | 372.94%-352.5pp |
| Employer contribution / active EE | $3,608 | $5,243-31.2% | $4,856-25.7% | $4,751-24.1% |
| Participant deferral / active EE | $14,532 | $8,100+79.4% | $7,758+87.3% | $6,710+116.6% |
| Admin fee / account holder | $179 | $12,400-98.6% | $10,762-98.3% | $11,403-98.4% |