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 | $33,576 | $185,822-81.9% | $169,993-80.2% | $139,434-75.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.25% | 60.50%-48.3pp | 53.37%-41.1pp | 372.94%-360.7pp |
| Employer contribution / active EE | $2,467 | $7,590-67.5% | $6,785-63.6% | $4,751-48.1% |
| Participant deferral / active EE | $7,481 | $11,622-35.6% | $10,408-28.1% | $6,710+11.5% |
| Admin fee / account holder | $123 | $15,381-99.2% | $12,815-99.0% | $11,403-98.9% |