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 | $60,255 | $117,841-48.9% | $102,423-41.2% | $145,922-58.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.28% | 31.65%-18.4pp | 29.32%-16.0pp | 561.29%-548.0pp |
| Employer contribution / active EE | $5,632 | $3,615+55.8% | $3,023+86.3% | $4,660+20.9% |
| Participant deferral / active EE | $12,966 | $5,731+126.3% | $5,053+156.6% | $6,688+93.9% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |