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 | $43,011 | $185,822-76.9% | $169,993-74.7% | $139,434-69.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 71.55% | 60.50%+11.1pp | 53.37%+18.2pp | 372.94%-301.4pp |
| Employer contribution / active EE | $1,903 | $7,590-74.9% | $6,785-72.0% | $4,751-59.9% |
| Participant deferral / active EE | $7,674 | $11,622-34.0% | $10,408-26.3% | $6,710+14.4% |
| Admin fee / account holder | $175 | $15,381-98.9% | $12,815-98.6% | $11,403-98.5% |