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 | $41,695 | $117,983-64.7% | $101,794-59.0% | $142,382-70.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 23.61% | 36.92%-13.3pp | 30.53%-6.9pp | 217.08%-193.5pp |
| Employer contribution / active EE | $2,428 | $2,773-12.4% | $2,289+6.1% | $4,299-43.5% |
| Participant deferral / active EE | $6,914 | $4,714+46.7% | $4,084+69.3% | $6,507+6.2% |
| Admin fee / account holder | $152 | $10,433-98.5% | $8,777-98.3% | $12,624-98.8% |