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 | $39,446 | $148,534-73.4% | $135,903-71.0% | $139,434-71.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 30.03% | 79.19%-49.2pp | 68.23%-38.2pp | 372.94%-342.9pp |
| Employer contribution / active EE | $10,839 | $5,243+106.7% | $4,856+123.2% | $4,751+128.2% |
| Participant deferral / active EE | $20,863 | $8,100+157.6% | $7,758+168.9% | $6,710+210.9% |
| Admin fee / account holder | $152 | $12,400-98.8% | $10,762-98.6% | $11,403-98.7% |