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 | $58,382 | $177,572-67.1% | $154,803-62.3% | $142,382-59.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 26.41% | 65.07%-38.7pp | 58.88%-32.5pp | 217.08%-190.7pp |
| Employer contribution / active EE | $4,213 | $4,810-12.4% | $4,305-2.1% | $4,299-2.0% |
| Participant deferral / active EE | $5,940 | $6,272-5.3% | $5,540+7.2% | $6,507-8.7% |
| Admin fee / account holder | $267 | $16,786-98.4% | $14,329-98.1% | $12,624-97.9% |