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 | $25,872 | $149,040-82.6% | $120,225-78.5% | $137,256-81.2% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 32.22% | 605.68%-573.5pp | 439.23%-407.0pp | 220.34%-188.1pp |
| Employer contribution / active EE | $5,325 | $4,350+22.4% | $3,475+53.2% | $4,156+28.1% |
| Participant deferral / active EE | $8,460 | $4,655+81.8% | $3,999+111.6% | $6,407+32.0% |
| Admin fee / account holder | $137 | $6,348-97.8% | $5,696-97.6% | $12,270-98.9% |