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 | $27,242 | $118,450-77.0% | $98,439-72.3% | $139,434-80.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 23.21% | 18.94%+4.3pp | 21.16%+2.1pp | 372.94%-349.7pp |
| Employer contribution / active EE | $4,468 | $3,609+23.8% | $3,048+46.6% | $4,751-6.0% |
| Participant deferral / active EE | $5,107 | $5,392-5.3% | $4,738+7.8% | $6,710-23.9% |
| Admin fee / account holder | $89 | $14,026-99.4% | $8,948-99.0% | $11,403-99.2% |