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 | $89,287 | $154,228-42.1% | $145,433-38.6% | $137,256-34.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.75% | 74.59%-53.8pp | 66.58%-45.8pp | 220.34%-199.6pp |
| Employer contribution / active EE | $3,892 | $4,804-19.0% | $4,554-14.5% | $4,156-6.3% |
| Participant deferral / active EE | $11,860 | $8,216+44.3% | $7,897+50.2% | $6,407+85.1% |
| Admin fee / account holder | $297 | $14,344-97.9% | $13,129-97.7% | $12,270-97.6% |