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 | $31,181 | $148,534-79.0% | $135,903-77.1% | $139,434-77.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 29.32% | 79.19%-49.9pp | 68.23%-38.9pp | 372.94%-343.6pp |
| Employer contribution / active EE | $4,759 | $5,243-9.2% | $4,856-2.0% | $4,751+0.2% |
| Participant deferral / active EE | $11,089 | $8,100+36.9% | $7,758+42.9% | $6,710+65.3% |
| Admin fee / account holder | $91 | $12,400-99.3% | $10,762-99.2% | $11,403-99.2% |