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 | $19,402 | $68,547-71.7% | $120,354-83.9% | $80,856-76.0% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.6%+32.4pp |
| Annual return | 10.96% | 23.60%-12.6pp | 107.15%-96.2pp | 35.59%-24.6pp |
| Employer contribution / active EE | $2,062 | $2,051+0.5% | $3,463-40.5% | $2,755-25.2% |
| Participant deferral / active EE | $2,663 | $3,173-16.1% | $4,991-46.6% | $4,296-38.0% |
| Admin fee / account holder | $193 | $5,732-96.6% | $9,423-97.9% | $6,918-97.2% |