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 | $48,148 | $177,572-72.9% | $154,803-68.9% | $142,382-66.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.70% | 65.07%-44.4pp | 58.88%-38.2pp | 217.08%-196.4pp |
| Employer contribution / active EE | $2,577 | $4,810-46.4% | $4,305-40.1% | $4,299-40.1% |
| Participant deferral / active EE | $5,501 | $6,272-12.3% | $5,540-0.7% | $6,507-15.5% |
| Admin fee / account holder | $161 | $16,786-99.0% | $14,329-98.9% | $12,624-98.7% |