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 | $59,155 | $172,111-65.6% | $150,298-60.6% | $137,256-56.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 30.84% | 69.37%-38.5pp | 62.79%-31.9pp | 220.34%-189.5pp |
| Employer contribution / active EE | $6,470 | $4,636+39.6% | $4,154+55.8% | $4,156+55.7% |
| Participant deferral / active EE | $5,449 | $6,166-11.6% | $5,453-0.1% | $6,407-15.0% |
| Admin fee / account holder | $37 | $16,471-99.8% | $14,116-99.7% | $12,270-99.7% |