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 | $59,880 | $99,877-40.0% | $84,966-29.5% | $145,922-59.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 23.67% | 83.76%-60.1pp | 66.38%-42.7pp | 561.29%-537.6pp |
| Employer contribution / active EE | $4,978 | $3,231+54.1% | $2,727+82.5% | $4,660+6.8% |
| Participant deferral / active EE | $4,978 | $5,291-5.9% | $4,519+10.1% | $6,688-25.6% |
| Admin fee / account holder | $242 | $7,248-96.7% | $6,149-96.1% | $13,397-98.2% |