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 | $77,304 | $114,381-32.4% | $107,525-28.1% | $142,382-45.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 21.52% | 242.71%-221.2pp | 181.32%-159.8pp | 217.08%-195.6pp |
| Employer contribution / active EE | $5,103 | $4,015+27.1% | $3,754+35.9% | $4,299+18.7% |
| Participant deferral / active EE | $8,315 | $5,564+49.4% | $5,116+62.5% | $6,507+27.8% |
| Admin fee / account holder | $286 | $9,860-97.1% | $8,919-96.8% | $12,624-97.7% |