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 4-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 | $48,484 | $154,228-68.6% | $145,433-66.7% | $137,256-64.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.19% | 74.59%-53.4pp | 66.58%-45.4pp | 220.34%-199.1pp |
| Employer contribution / active EE | $3,924 | $4,804-18.3% | $4,554-13.9% | $4,156-5.6% |
| Participant deferral / active EE | $4,904 | $8,216-40.3% | $7,897-37.9% | $6,407-23.5% |
| Admin fee / account holder | $300 | $14,344-97.9% | $13,129-97.7% | $12,270-97.6% |