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 | $27,568 | $110,261-75.0% | $95,745-71.2% | $139,434-80.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 23.87% | 27.11%-3.2pp | 28.35%-4.5pp | 372.94%-349.1pp |
| Employer contribution / active EE | $3,243 | $3,257-0.4% | $2,835+14.4% | $4,751-31.7% |
| Participant deferral / active EE | $5,296 | $4,676+13.3% | $4,245+24.8% | $6,710-21.1% |
| Admin fee / account holder | $92 | $6,613-98.6% | $5,678-98.4% | $11,403-99.2% |