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 | $68,397 | $165,984-58.8% | $164,813-58.5% | $145,922-53.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.22% | 100.03%-86.8pp | 69.93%-56.7pp | 561.29%-548.1pp |
| Employer contribution / active EE | $2,498 | $5,273-52.6% | $4,341-42.5% | $4,660-46.4% |
| Participant deferral / active EE | $10,271 | $6,959+47.6% | $6,031+70.3% | $6,688+53.6% |
| Admin fee / account holder | $68 | $16,648-99.6% | $12,690-99.5% | $13,397-99.5% |