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 | $216,493 | $114,381+89.3% | $107,525+101.3% | $142,382+52.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 42.42% | 242.71%-200.3pp | 181.32%-138.9pp | 217.08%-174.7pp |
| Employer contribution / active EE | $3,885 | $4,015-3.2% | $3,754+3.5% | $4,299-9.6% |
| Participant deferral / active EE | $13,980 | $5,564+151.3% | $5,116+173.3% | $6,507+114.8% |
| Admin fee / account holder | $58 | $9,860-99.4% | $8,919-99.4% | $12,624-99.5% |