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 3-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 | $50,379 | $177,572-71.6% | $154,803-67.5% | $142,382-64.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 21.73% | 65.07%-43.3pp | 58.88%-37.2pp | 217.08%-195.3pp |
| Employer contribution / active EE | $2,553 | $4,810-46.9% | $4,305-40.7% | $4,299-40.6% |
| Participant deferral / active EE | $4,628 | $6,272-26.2% | $5,540-16.5% | $6,507-28.9% |
| Admin fee / account holder | $13 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |