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 3-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 | $55,975 | $102,317-45.3% | $146,958-61.9% | $80,856-30.8% |
| Participation rate | 88.0% | 75.8%+12.2pp | 82.2%+5.8pp | 67.6%+20.4pp |
| Annual return | 17.99% | 134.76%-116.8pp | 418.34%-400.3pp | 35.59%-17.6pp |
| Employer contribution / active EE | $3,990 | $3,713+7.5% | $4,933-19.1% | $2,755+44.8% |
| Participant deferral / active EE | $7,998 | $6,644+20.4% | $8,070-0.9% | $4,296+86.2% |
| Admin fee / account holder | $33 | $7,941-99.6% | $12,998-99.7% | $6,918-99.5% |