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 | $23,644 | $106,515-77.8% | $96,683-75.5% | $139,434-83.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 25.39% | 38.43%-13.0pp | 35.69%-10.3pp | 372.94%-347.5pp |
| Employer contribution / active EE | $2,473 | $4,103-39.7% | $3,737-33.8% | $4,751-47.9% |
| Participant deferral / active EE | $5,217 | $5,454-4.3% | $4,878+6.9% | $6,710-22.3% |
| Admin fee / account holder | $103 | $7,877-98.7% | $6,730-98.5% | $11,403-99.1% |