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 | $40,800 | $126,574-67.8% | $106,213-61.6% | $145,922-72.0% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 12.86% | 224.79%-211.9pp | 116.14%-103.3pp | 561.29%-548.4pp |
| Employer contribution / active EE | $4,693 | $3,730+25.8% | $3,171+48.0% | $4,660+0.7% |
| Participant deferral / active EE | $5,363 | $5,724-6.3% | $5,016+6.9% | $6,688-19.8% |
| Admin fee / account holder | $156 | $17,304-99.1% | $11,033-98.6% | $13,397-98.8% |