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 | $43,424 | $115,708-62.5% | $65,255-33.5% | $139,434-68.9% |
| Participation rate | 100.0% | 67.8%+32.2pp | 65.0%+35.0pp | 80.3%+19.7pp |
| Annual return | 17.17% | 31.19%-14.0pp | 47.35%-30.2pp | 372.94%-355.8pp |
| Employer contribution / active EE | $8,122 | $2,599+212.5% | $1,691+380.2% | $4,751+71.0% |
| Participant deferral / active EE | $8,450 | $4,240+99.3% | $2,831+198.5% | $6,710+25.9% |
| Admin fee / account holder | $16 | $6,698-99.8% | $4,112-99.6% | $11,403-99.9% |