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 | $111,535-30.7% | $105,223-26.5% | $137,256-43.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 21.52% | 237.85%-216.3pp | 180.65%-159.1pp | 220.34%-198.8pp |
| Employer contribution / active EE | $5,103 | $3,939+29.5% | $3,689+38.3% | $4,156+22.8% |
| Participant deferral / active EE | $8,315 | $5,500+51.2% | $5,072+63.9% | $6,407+29.8% |
| Admin fee / account holder | $286 | $9,721-97.1% | $8,859-96.8% | $12,270-97.7% |