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 | $25,540 | $215,361-88.1% | $171,082-85.1% | $273,961-90.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 5.37% | 25.14%-19.8pp | 32.56%-27.2pp | 41.45%-36.1pp |
| Employer contribution / active EE | $6,661 | $4,967+34.1% | $4,002+66.5% | $4,869+36.8% |
| Participant deferral / active EE | $6,983 | $5,543+26.0% | $4,797+45.6% | $5,287+32.1% |
| Admin fee / account holder | $49 | $10,846-99.5% | $8,520-99.4% | $10,132-99.5% |