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 | $60,211 | $114,381-47.4% | $107,525-44.0% | $142,382-57.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 22.67% | 242.71%-220.0pp | 181.32%-158.6pp | 217.08%-194.4pp |
| Employer contribution / active EE | $3,143 | $4,015-21.7% | $3,754-16.3% | $4,299-26.9% |
| Participant deferral / active EE | $5,631 | $5,564+1.2% | $5,116+10.1% | $6,507-13.5% |
| Admin fee / account holder | $284 | $9,860-97.1% | $8,919-96.8% | $12,624-97.8% |