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 | $55,736 | $77,899-28.5% | $149,673-62.8% | $75,163-25.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.82% | 31.72%-14.9pp | 134.42%-117.6pp | 160.62%-143.8pp |
| Employer contribution / active EE | $3,188 | $3,137+1.6% | $4,818-33.8% | $2,670+19.4% |
| Participant deferral / active EE | $3,993 | $3,411+17.1% | $5,680-29.7% | $4,125-3.2% |
| Admin fee / account holder | $193 | $5,956-96.8% | $13,210-98.5% | $5,651-96.6% |