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 | $43,663 | $202,432-78.4% | $169,368-74.2% | $139,434-68.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 24.63% | 531.74%-507.1pp | 405.60%-381.0pp | 372.94%-348.3pp |
| Employer contribution / active EE | $5,590 | $4,692+19.1% | $4,013+39.3% | $4,751+17.7% |
| Participant deferral / active EE | $8,695 | $6,938+25.3% | $6,221+39.8% | $6,710+29.6% |
| Admin fee / account holder | $160 | $10,708-98.5% | $9,003-98.2% | $11,403-98.6% |