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 6-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 | $20,049 | $148,534-86.5% | $135,903-85.2% | $139,434-85.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.19% | 79.19%-63.0pp | 68.23%-52.0pp | 372.94%-356.7pp |
| Employer contribution / active EE | $5,179 | $5,243-1.2% | $4,856+6.6% | $4,751+9.0% |
| Participant deferral / active EE | $4,545 | $8,100-43.9% | $7,758-41.4% | $6,710-32.3% |
| Admin fee / account holder | $246 | $12,400-98.0% | $10,762-97.7% | $11,403-97.8% |