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 | $41,055 | $90,348-54.6% | $75,972-46.0% | $145,922-71.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 21.95% | 620.88%-598.9pp | 359.55%-337.6pp | 561.29%-539.3pp |
| Employer contribution / active EE | $3,094 | $3,311-6.6% | $2,685+15.2% | $4,660-33.6% |
| Participant deferral / active EE | $16,012 | $5,162+210.2% | $4,255+276.3% | $6,688+139.4% |
| Admin fee / account holder | $142 | $8,467-98.3% | $6,467-97.8% | $13,397-98.9% |