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 | $32,793 | $173,345-81.1% | $136,007-75.9% | $145,922-77.5% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.71% | 1163.32%-1147.6pp | 579.32%-563.6pp | 561.29%-545.6pp |
| Employer contribution / active EE | $0 | $5,278-100.0% | $4,217-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $41,213 | $8,699+373.8% | $7,025+486.7% | $6,688+516.3% |
| Admin fee / account holder | $230 | $9,954-97.7% | $6,858-96.6% | $13,397-98.3% |