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 | $42,128 | $159,901-73.7% | $146,958-71.3% | $145,922-71.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.96% | 98.13%-83.2pp | 418.34%-403.4pp | 561.29%-546.3pp |
| Employer contribution / active EE | $4,131 | $5,286-21.8% | $4,933-16.3% | $4,660-11.3% |
| Participant deferral / active EE | $6,888 | $8,428-18.3% | $8,070-14.6% | $6,688+3.0% |
| Admin fee / account holder | $69 | $15,044-99.5% | $12,998-99.5% | $13,397-99.5% |