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 | $102,152 | $51,604+98.0% | $129,295-21.0% | $80,874+26.3% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 17.07% | 20.76%-3.7pp | 9429.28%-9412.2pp | 35.62%-18.5pp |
| Employer contribution / active EE | $3,909 | $1,585+146.7% | $4,157-6.0% | $2,756+41.9% |
| Participant deferral / active EE | $10,746 | $2,670+302.4% | $4,169+157.7% | $4,297+150.1% |
| Admin fee / account holder | $30 | $4,310-99.3% | $7,665-99.6% | $6,935-99.6% |