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 | $41,987 | $178,174-76.4% | $156,181-73.1% | $137,256-69.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 19.86% | 84.19%-64.3pp | 64.87%-45.0pp | 220.34%-200.5pp |
| Employer contribution / active EE | $2,988 | $4,972-39.9% | $4,294-30.4% | $4,156-28.1% |
| Participant deferral / active EE | $7,997 | $6,888+16.1% | $6,132+30.4% | $6,407+24.8% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |