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 | $55,295 | $70,756-21.9% | $65,493-15.6% | $142,382-61.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 15.25% | 1754.89%-1739.6pp | 982.45%-967.2pp | 217.08%-201.8pp |
| Employer contribution / active EE | $3,334 | $2,881+15.7% | $2,574+29.5% | $4,299-22.5% |
| Participant deferral / active EE | $10,083 | $4,637+117.4% | $3,961+154.6% | $6,507+55.0% |
| Admin fee / account holder | $209 | $6,559-96.8% | $5,028-95.9% | $12,624-98.3% |