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 | $45,966 | $148,534-69.1% | $135,903-66.2% | $139,434-67.0% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 13.89% | 79.19%-65.3pp | 68.23%-54.3pp | 372.94%-359.1pp |
| Employer contribution / active EE | $1,005 | $5,243-80.8% | $4,856-79.3% | $4,751-78.8% |
| Participant deferral / active EE | $9,148 | $8,100+12.9% | $7,758+17.9% | $6,710+36.3% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |