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 | $50,774 | $154,117-67.1% | $129,995-60.9% | $139,434-63.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.66% | 32.48%-15.8pp | -137.18%+153.8pp | 372.94%-356.3pp |
| Employer contribution / active EE | $21,649 | $5,289+309.3% | $4,320+401.2% | $4,751+355.7% |
| Participant deferral / active EE | $5,096 | $6,710-24.1% | $5,820-12.4% | $6,710-24.1% |
| Admin fee / account holder | $20 | $14,007-99.9% | $10,614-99.8% | $11,403-99.8% |