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 6-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 | $50,302 | $159,602-68.5% | $150,045-66.5% | $142,382-64.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.61% | 70.24%-57.6pp | 62.55%-49.9pp | 217.08%-204.5pp |
| Employer contribution / active EE | $3,828 | $4,961-22.8% | $4,693-18.4% | $4,299-11.0% |
| Participant deferral / active EE | $2,640 | $8,310-68.2% | $7,997-67.0% | $6,507-59.4% |
| Admin fee / account holder | $161 | $14,846-98.9% | $13,435-98.8% | $12,624-98.7% |