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 | $69,147 | $148,534-53.4% | $135,903-49.1% | $139,434-50.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.49% | 79.19%-64.7pp | 68.23%-53.7pp | 372.94%-358.5pp |
| Employer contribution / active EE | $9,911 | $5,243+89.0% | $4,856+104.1% | $4,751+108.6% |
| Participant deferral / active EE | $17,636 | $8,100+117.7% | $7,758+127.3% | $6,710+162.8% |
| Admin fee / account holder | $223 | $12,400-98.2% | $10,762-97.9% | $11,403-98.0% |