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 | $34,760 | $159,602-78.2% | $150,045-76.8% | $142,382-75.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.58% | 70.24%-48.7pp | 62.55%-41.0pp | 217.08%-195.5pp |
| Employer contribution / active EE | $3,891 | $4,961-21.6% | $4,693-17.1% | $4,299-9.5% |
| Participant deferral / active EE | $10,102 | $8,310+21.6% | $7,997+26.3% | $6,507+55.2% |
| Admin fee / account holder | $171 | $14,846-98.9% | $13,435-98.7% | $12,624-98.6% |