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 | $47,745 | $175,202-72.7% | $149,673-68.1% | $139,434-65.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 35.37% | 166.71%-131.3pp | 134.42%-99.0pp | 372.94%-337.6pp |
| Employer contribution / active EE | $1,311 | $5,474-76.1% | $4,818-72.8% | $4,751-72.4% |
| Participant deferral / active EE | $15,276 | $6,519+134.3% | $5,680+168.9% | $6,710+127.7% |
| Admin fee / account holder | $256 | $16,150-98.4% | $13,210-98.1% | $11,403-97.8% |