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 | $36,529 | $114,381-68.1% | $107,525-66.0% | $142,382-74.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 24.13% | 242.71%-218.6pp | 181.32%-157.2pp | 217.08%-192.9pp |
| Employer contribution / active EE | $2,392 | $4,015-40.4% | $3,754-36.3% | $4,299-44.4% |
| Participant deferral / active EE | $4,567 | $5,564-17.9% | $5,116-10.7% | $6,507-29.8% |
| Admin fee / account holder | $132 | $9,860-98.7% | $8,919-98.5% | $12,624-99.0% |