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 8-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 | $48,243 | $117,841-59.1% | $102,423-52.9% | $145,922-66.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.26% | 31.65%-21.4pp | 29.32%-19.1pp | 561.29%-551.0pp |
| Employer contribution / active EE | $3,552 | $3,615-1.7% | $3,023+17.5% | $4,660-23.8% |
| Participant deferral / active EE | $5,335 | $5,731-6.9% | $5,053+5.6% | $6,688-20.2% |
| Admin fee / account holder | $236 | $13,326-98.2% | $9,451-97.5% | $13,397-98.2% |