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 | $64,320 | $201,272-68.0% | $184,203-65.1% | $145,922-55.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 43.87% | 29.00%+14.9pp | 28.81%+15.1pp | 561.29%-517.4pp |
| Employer contribution / active EE | $5,085 | $7,022-27.6% | $6,427-20.9% | $4,660+9.1% |
| Participant deferral / active EE | $17,166 | $9,806+75.1% | $9,131+88.0% | $6,688+156.7% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |