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 | $51,258 | $115,708-55.7% | $65,255-21.5% | $139,434-63.2% |
| Participation rate | 83.3% | 67.8%+15.5pp | 65.0%+18.4pp | 80.3%+3.0pp |
| Annual return | 24.92% | 31.19%-6.3pp | 47.35%-22.4pp | 372.94%-348.0pp |
| Employer contribution / active EE | $6,259 | $2,599+140.8% | $1,691+270.1% | $4,751+31.7% |
| Participant deferral / active EE | $6,140 | $4,240+44.8% | $2,831+116.9% | $6,710-8.5% |
| Admin fee / account holder | $20 | $6,698-99.7% | $4,112-99.5% | $11,403-99.8% |