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 | $27,551 | $148,534-81.5% | $135,903-79.7% | $139,434-80.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 26.43% | 79.19%-52.8pp | 68.23%-41.8pp | 372.94%-346.5pp |
| Employer contribution / active EE | $8,109 | $5,243+54.7% | $4,856+67.0% | $4,751+70.7% |
| Participant deferral / active EE | $7,872 | $8,100-2.8% | $7,758+1.5% | $6,710+17.3% |
| Admin fee / account holder | $270 | $12,400-97.8% | $10,762-97.5% | $11,403-97.6% |