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 | $38,269 | $214,378-82.1% | $200,582-80.9% | $142,382-73.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.86% | 46.41%-26.5pp | 42.33%-22.5pp | 217.08%-197.2pp |
| Employer contribution / active EE | $5,279 | $6,841-22.8% | $6,419-17.8% | $4,299+22.8% |
| Participant deferral / active EE | $7,119 | $9,865-27.8% | $9,331-23.7% | $6,507+9.4% |
| Admin fee / account holder | $157 | $17,692-99.1% | $16,305-99.0% | $12,624-98.8% |