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 | $36,985 | $232,540-84.1% | $185,117-80.0% | $147,584-74.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 18.42% | 43.03%-24.6pp | 40.50%-22.1pp | 578.55%-560.1pp |
| Employer contribution / active EE | $6,129 | $5,195+18.0% | $4,182+46.6% | $4,876+25.7% |
| Participant deferral / active EE | $7,350 | $5,834+26.0% | $5,045+45.7% | $5,439+35.1% |
| Admin fee / account holder | $179 | $10,275-98.3% | $8,159-97.8% | $10,885-98.4% |