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 | $49,845 | $117,983-57.8% | $101,794-51.0% | $142,382-65.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 19.07% | 36.92%-17.8pp | 30.53%-11.5pp | 217.08%-198.0pp |
| Employer contribution / active EE | $2,237 | $2,773-19.3% | $2,289-2.3% | $4,299-48.0% |
| Participant deferral / active EE | $2,237 | $4,714-52.5% | $4,084-45.2% | $6,507-65.6% |
| Admin fee / account holder | $195 | $10,433-98.1% | $8,777-97.8% | $12,624-98.5% |