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 | $53,083 | $126,574-58.1% | $106,213-50.0% | $145,922-63.6% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 10.13% | 224.79%-214.7pp | 116.14%-106.0pp | 561.29%-551.2pp |
| Employer contribution / active EE | $2,880 | $3,730-22.8% | $3,171-9.2% | $4,660-38.2% |
| Participant deferral / active EE | $18,000 | $5,724+214.5% | $5,016+258.9% | $6,688+169.2% |
| Admin fee / account holder | $212 | $17,304-98.8% | $11,033-98.1% | $13,397-98.4% |