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 | $67,192 | $148,534-54.8% | $135,903-50.6% | $139,434-51.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 29.42% | 79.19%-49.8pp | 68.23%-38.8pp | 372.94%-343.5pp |
| Employer contribution / active EE | $4,122 | $5,243-21.4% | $4,856-15.1% | $4,751-13.2% |
| Participant deferral / active EE | $25,400 | $8,100+213.6% | $7,758+227.4% | $6,710+278.5% |
| Admin fee / account holder | $228 | $12,400-98.2% | $10,762-97.9% | $11,403-98.0% |