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 | $24,025 | $177,572-86.5% | $154,803-84.5% | $142,382-83.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 22.18% | 65.07%-42.9pp | 58.88%-36.7pp | 217.08%-194.9pp |
| Employer contribution / active EE | $3,444 | $4,810-28.4% | $4,305-20.0% | $4,299-19.9% |
| Participant deferral / active EE | $5,956 | $6,272-5.0% | $5,540+7.5% | $6,507-8.5% |
| Admin fee / account holder | $239 | $16,786-98.6% | $14,329-98.3% | $12,624-98.1% |