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 | $68,459 | $148,534-53.9% | $135,903-49.6% | $139,434-50.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.63% | 79.19%-62.6pp | 68.23%-51.6pp | 372.94%-356.3pp |
| Employer contribution / active EE | $1,804 | $5,243-65.6% | $4,856-62.8% | $4,751-62.0% |
| Participant deferral / active EE | $12,282 | $8,100+51.6% | $7,758+58.3% | $6,710+83.0% |
| Admin fee / account holder | $99 | $12,400-99.2% | $10,762-99.1% | $11,403-99.1% |