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 6-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 | $27,929 | $112,881-75.3% | $90,951-69.3% | $158,922-82.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 52.48% | 215.79%-163.3pp | 134.60%-82.1pp | 302.83%-250.3pp |
| Employer contribution / active EE | $4,767 | $2,893+64.8% | $2,122+124.6% | $4,761+0.1% |
| Participant deferral / active EE | $4,827 | $4,128+17.0% | $3,373+43.1% | $5,982-19.3% |
| Admin fee / account holder | $234 | $8,041-97.1% | $5,959-96.1% | $11,246-97.9% |