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 4-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 | $52,866 | $154,228-65.7% | $145,433-63.6% | $137,256-61.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.26% | 74.59%-51.3pp | 66.58%-43.3pp | 220.34%-197.1pp |
| Employer contribution / active EE | $6,478 | $4,804+34.8% | $4,554+42.2% | $4,156+55.9% |
| Participant deferral / active EE | $13,686 | $8,216+66.6% | $7,897+73.3% | $6,407+113.6% |
| Admin fee / account holder | $267 | $14,344-98.1% | $13,129-98.0% | $12,270-97.8% |