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 6-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 | $45,013 | $227,553-80.2% | $189,557-76.3% | $167,490-73.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 14.00% | 78.40%-64.4pp | 64.17%-50.2pp | 478.56%-464.6pp |
| Employer contribution / active EE | $3,559 | $5,316-33.1% | $4,412-19.4% | $4,837-26.4% |
| Participant deferral / active EE | $11,164 | $7,002+59.4% | $6,174+80.8% | $6,341+76.1% |
| Admin fee / account holder | $212 | $11,878-98.2% | $9,807-97.8% | $12,309-98.3% |