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 | $45,456 | $109,982-58.7% | $97,226-53.2% | $145,922-68.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 15.34% | 242.90%-227.6pp | 75.13%-59.8pp | 561.29%-545.9pp |
| Employer contribution / active EE | $4,103 | $3,084+33.1% | $2,729+50.4% | $4,660-11.9% |
| Participant deferral / active EE | $11,983 | $4,676+156.3% | $4,264+181.1% | $6,688+79.2% |
| Admin fee / account holder | $157 | $6,221-97.5% | $5,654-97.2% | $13,397-98.8% |