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 | $84,457 | $154,228-45.2% | $145,433-41.9% | $137,256-38.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.93% | 74.59%-53.7pp | 66.58%-45.6pp | 220.34%-199.4pp |
| Employer contribution / active EE | $10,949 | $4,804+127.9% | $4,554+140.4% | $4,156+163.5% |
| Participant deferral / active EE | $8,513 | $8,216+3.6% | $7,897+7.8% | $6,407+32.9% |
| Admin fee / account holder | $79 | $14,344-99.5% | $13,129-99.4% | $12,270-99.4% |