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 | $13,342 | $177,572-92.5% | $154,803-91.4% | $142,382-90.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 22.74% | 65.07%-42.3pp | 58.88%-36.1pp | 217.08%-194.3pp |
| Employer contribution / active EE | $2,066 | $4,810-57.1% | $4,305-52.0% | $4,299-51.9% |
| Participant deferral / active EE | $2,893 | $6,272-53.9% | $5,540-47.8% | $6,507-55.5% |
| Admin fee / account holder | $179 | $16,786-98.9% | $14,329-98.8% | $12,624-98.6% |