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 | $31,968 | $100,773-68.3% | $88,946-64.1% | $142,382-77.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 52.32% | 70.18%-17.9pp | 57.82%-5.5pp | 217.08%-164.8pp |
| Employer contribution / active EE | $6,881 | $2,918+135.8% | $2,555+169.3% | $4,299+60.0% |
| Participant deferral / active EE | $9,652 | $5,230+84.5% | $4,581+110.7% | $6,507+48.3% |
| Admin fee / account holder | $113 | $9,693-98.8% | $8,261-98.6% | $12,624-99.1% |