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 | $37,729 | $154,228-75.5% | $145,433-74.1% | $137,256-72.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.77% | 74.59%-50.8pp | 66.58%-42.8pp | 220.34%-196.6pp |
| Employer contribution / active EE | $2,420 | $4,804-49.6% | $4,554-46.9% | $4,156-41.8% |
| Participant deferral / active EE | $4,272 | $8,216-48.0% | $7,897-45.9% | $6,407-33.3% |
| Admin fee / account holder | $32 | $14,344-99.8% | $13,129-99.8% | $12,270-99.7% |