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 3-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 | $55,397 | $114,381-51.6% | $107,525-48.5% | $142,382-61.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 21.60% | 242.71%-221.1pp | 181.32%-159.7pp | 217.08%-195.5pp |
| Employer contribution / active EE | $3,166 | $4,015-21.1% | $3,754-15.7% | $4,299-26.4% |
| Participant deferral / active EE | $9,824 | $5,564+76.6% | $5,116+92.0% | $6,507+51.0% |
| Admin fee / account holder | $199 | $9,860-98.0% | $8,919-97.8% | $12,624-98.4% |