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 | $49,309 | $95,266-48.2% | $82,389-40.2% | $142,382-65.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 21.61% | 25.74%-4.1pp | 28.67%-7.1pp | 217.08%-195.5pp |
| Employer contribution / active EE | $2,781 | $2,991-7.0% | $2,517+10.5% | $4,299-35.3% |
| Participant deferral / active EE | $7,786 | $4,809+61.9% | $4,155+87.4% | $6,507+19.6% |
| Admin fee / account holder | $31 | $8,563-99.6% | $7,231-99.6% | $12,624-99.8% |