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 | $31,053 | $114,381-72.9% | $107,525-71.1% | $142,382-78.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.56% | 242.71%-224.1pp | 181.32%-162.8pp | 217.08%-198.5pp |
| Employer contribution / active EE | $2,118 | $4,015-47.2% | $3,754-43.6% | $4,299-50.7% |
| Participant deferral / active EE | $7,116 | $5,564+27.9% | $5,116+39.1% | $6,507+9.4% |
| Admin fee / account holder | $66 | $9,860-99.3% | $8,919-99.3% | $12,624-99.5% |