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 3-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 | $54,806 | $114,381-52.1% | $107,525-49.0% | $142,382-61.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.90% | 242.71%-222.8pp | 181.32%-161.4pp | 217.08%-197.2pp |
| Employer contribution / active EE | $3,518 | $4,015-12.4% | $3,754-6.3% | $4,299-18.2% |
| Participant deferral / active EE | $15,581 | $5,564+180.0% | $5,116+204.6% | $6,507+139.4% |
| Admin fee / account holder | $192 | $9,860-98.1% | $8,919-97.8% | $12,624-98.5% |