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 6-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 | $51,959 | $159,602-67.4% | $150,045-65.4% | $142,382-63.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.27% | 70.24%-53.0pp | 62.55%-45.3pp | 217.08%-199.8pp |
| Employer contribution / active EE | $4,336 | $4,961-12.6% | $4,693-7.6% | $4,299+0.9% |
| Participant deferral / active EE | $12,843 | $8,310+54.5% | $7,997+60.6% | $6,507+97.4% |
| Admin fee / account holder | $199 | $14,846-98.7% | $13,435-98.5% | $12,624-98.4% |