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 | $58,988 | $209,336-71.8% | $197,124-70.1% | $137,256-57.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 23.43% | 48.09%-24.7pp | 44.34%-20.9pp | 220.34%-196.9pp |
| Employer contribution / active EE | $5,139 | $6,591-22.0% | $6,227-17.5% | $4,156+23.7% |
| Participant deferral / active EE | $7,583 | $9,614-21.1% | $9,135-17.0% | $6,407+18.4% |
| Admin fee / account holder | $18 | $17,308-99.9% | $16,298-99.9% | $12,270-99.9% |