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 | $42,898 | $177,572-75.8% | $154,803-72.3% | $142,382-69.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 21.42% | 65.07%-43.6pp | 58.88%-37.5pp | 217.08%-195.7pp |
| Employer contribution / active EE | $4,474 | $4,810-7.0% | $4,305+3.9% | $4,299+4.1% |
| Participant deferral / active EE | $4,474 | $6,272-28.7% | $5,540-19.3% | $6,507-31.2% |
| Admin fee / account holder | $154 | $16,786-99.1% | $14,329-98.9% | $12,624-98.8% |