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 | $54,213 | $179,726-69.8% | $156,263-65.3% | $142,382-61.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 20.42% | 77.86%-57.4pp | 59.47%-39.1pp | 217.08%-196.7pp |
| Employer contribution / active EE | $3,328 | $5,069-34.3% | $4,333-23.2% | $4,299-22.6% |
| Participant deferral / active EE | $4,314 | $6,956-38.0% | $6,158-29.9% | $6,507-33.7% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |