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 | $25,447 | $74,888-66.0% | $71,209-64.3% | $142,382-82.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 24.03% | 345.14%-321.1pp | 282.51%-258.5pp | 217.08%-193.0pp |
| Employer contribution / active EE | $2,895 | $2,854+1.4% | $2,721+6.4% | $4,299-32.7% |
| Participant deferral / active EE | $4,633 | $4,454+4.0% | $4,175+11.0% | $6,507-28.8% |
| Admin fee / account holder | $52 | $5,568-99.1% | $5,349-99.0% | $12,624-99.6% |