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 | $60,334 | $133,922-54.9% | $116,228-48.1% | $142,382-57.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 20.16% | 147.76%-127.6pp | 90.06%-69.9pp | 217.08%-196.9pp |
| Employer contribution / active EE | $5,277 | $3,446+53.2% | $2,994+76.2% | $4,299+22.7% |
| Participant deferral / active EE | $6,031 | $5,672+6.3% | $4,953+21.8% | $6,507-7.3% |
| Admin fee / account holder | $223 | $14,945-98.5% | $11,989-98.1% | $12,624-98.2% |