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 | $61,143 | $172,478-64.6% | $145,661-58.0% | $142,382-57.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 24.53% | 151.09%-126.6pp | 101.46%-76.9pp | 217.08%-192.5pp |
| Employer contribution / active EE | $6,319 | $4,899+29.0% | $4,238+49.1% | $4,299+47.0% |
| Participant deferral / active EE | $10,514 | $8,348+25.9% | $7,198+46.1% | $6,507+61.6% |
| Admin fee / account holder | $208 | $16,864-98.8% | $12,466-98.3% | $12,624-98.4% |