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 7-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 | $25,889 | $73,933-65.0% | $96,683-73.2% | $75,163-65.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 15.75% | 26.70%-11.0pp | 35.69%-19.9pp | 160.62%-144.9pp |
| Employer contribution / active EE | $5,377 | $2,928+83.7% | $3,737+43.9% | $2,670+101.4% |
| Participant deferral / active EE | $2,806 | $3,659-23.3% | $4,878-42.5% | $4,125-32.0% |
| Admin fee / account holder | $285 | $5,216-94.5% | $6,730-95.8% | $5,651-95.0% |