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 | $44,879 | $154,117-70.9% | $129,995-65.5% | $139,434-67.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 19.97% | 32.48%-12.5pp | -137.18%+157.1pp | 372.94%-353.0pp |
| Employer contribution / active EE | $5,329 | $5,289+0.8% | $4,320+23.4% | $4,751+12.2% |
| Participant deferral / active EE | $10,205 | $6,710+52.1% | $5,820+75.3% | $6,710+52.1% |
| Admin fee / account holder | $144 | $14,007-99.0% | $10,614-98.6% | $11,403-98.7% |