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 | $50,654 | $209,832-75.9% | $189,513-73.3% | $167,490-69.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.43% | 748.27%-732.8pp | 555.15%-539.7pp | 478.56%-463.1pp |
| Employer contribution / active EE | $12,369 | $6,914+78.9% | $6,162+100.7% | $4,837+155.7% |
| Participant deferral / active EE | $11,972 | $8,935+34.0% | $8,221+45.6% | $6,341+88.8% |
| Admin fee / account holder | $20 | $14,293-99.9% | $12,045-99.8% | $12,309-99.8% |