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 | $159,602-44.1% | $150,045-40.5% | $142,382-37.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.75% | 70.24%-49.5pp | 62.55%-41.8pp | 217.08%-196.3pp |
| Employer contribution / active EE | $3,892 | $4,961-21.5% | $4,693-17.1% | $4,299-9.5% |
| Participant deferral / active EE | $11,860 | $8,310+42.7% | $7,997+48.3% | $6,507+82.3% |
| Admin fee / account holder | $297 | $14,846-98.0% | $13,435-97.8% | $12,624-97.6% |