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 | $46,715 | $210,408-77.8% | $153,485-69.6% | $145,922-68.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.87% | 13.37%+3.5pp | 15.65%+1.2pp | 561.29%-544.4pp |
| Employer contribution / active EE | $9,432 | $6,048+56.0% | $5,039+87.2% | $4,660+102.4% |
| Participant deferral / active EE | $12,647 | $7,975+58.6% | $6,757+87.2% | $6,688+89.1% |
| Admin fee / account holder | $152 | $19,419-99.2% | $12,724-98.8% | $13,397-98.9% |