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 | $60,615 | $74,888-19.1% | $71,209-14.9% | $142,382-57.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 21.93% | 345.14%-323.2pp | 282.51%-260.6pp | 217.08%-195.1pp |
| Employer contribution / active EE | $4,648 | $2,854+62.9% | $2,721+70.8% | $4,299+8.1% |
| Participant deferral / active EE | $15,614 | $4,454+250.5% | $4,175+274.0% | $6,507+139.9% |
| Admin fee / account holder | $297 | $5,568-94.7% | $5,349-94.4% | $12,624-97.6% |