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 3-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 | $47,313 | $85,022-44.4% | $70,515-32.9% | $139,434-66.1% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 206.23% | 30.38%+175.8pp | 32.77%+173.5pp | 372.94%-166.7pp |
| Employer contribution / active EE | $3,745 | $3,909-4.2% | $2,973+26.0% | $4,751-21.2% |
| Participant deferral / active EE | $5,010 | $5,890-14.9% | $4,567+9.7% | $6,710-25.3% |
| Admin fee / account holder | $116 | $8,906-98.7% | $6,412-98.2% | $11,403-99.0% |