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 | $45,597 | $159,602-71.4% | $150,045-69.6% | $142,382-68.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.30% | 70.24%-53.9pp | 62.55%-46.3pp | 217.08%-200.8pp |
| Employer contribution / active EE | $5,676 | $4,961+14.4% | $4,693+20.9% | $4,299+32.0% |
| Participant deferral / active EE | $7,114 | $8,310-14.4% | $7,997-11.0% | $6,507+9.3% |
| Admin fee / account holder | $15 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |